Mutual fund
BlackRock LifePath ESG Index 2050 Fund
Fund manager
BlackRock/iShares
Ticker LEPKXsocially responsible
Fossil fuel grade: Fossil fuel exposure of 6.17% places the fund in the range of between 5.5% and 9% exposure. Assigned a grade of D.Fossil fuel exposure of 6.17% places the fund in the range of between 5.5% and 9% exposure. Assigned a grade of D.How we track fossil fuel investments
D
Investments in major fossil fuel companies
Exxon Mobil Corp
Carbon Underground 200Top 200 carbon reserves
$6,163
TotalEnergies SE
Carbon Underground 200Top 200 carbon reserves
$5,487
BP PLC
Carbon Underground 200Top 200 carbon reserves
$5,200
Chevron Corp
Carbon Underground 200Top 200 carbon reserves
$5,107
Berkshire Hathaway Inc Class B
Macroclimate 30Top 30 coal-fired power
$4,801
ITOCHU Corp
Carbon Underground 200Top 200 carbon reserves
$4,000
Fossil fuel holdings
Producers energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
73
holdings
$65,145
invested
2.49%
of portfolio
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
45
holdings
$15,060
invested
0.58%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
200
holdings
$118,986
invested
4.54%
of portfolio
Consumers utility sector
Top 30 coal-fired utilities
Top 30 coal-fired utilities
Macroclimate 30
4
holdings
$5,049
invested
0.19%
of portfolio
Fossil-fired utilities
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
129
holdings
$65,074
invested
2.49%
of portfolio
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
324 holdings
324 holdings
  • 1. NextEra Energy Inc
    Oil/gas industryFossil-fired utility
    $10,044
    0.38%
  • 2. Exxon Mobil Corp
    Carbon Underground 200Oil/gas industry
    $6,163
    0.24%
  • 3. TotalEnergies SE
    Carbon Underground 200Oil/gas industry
    $5,487
    0.21%
  • 4. BP PLC
    Carbon Underground 200Oil/gas industry
    $5,200
    0.2%
  • 5. Chevron Corp
    Carbon Underground 200Oil/gas industry
    $5,107
    0.2%
See all
Share to spread the word.
Business as usual is fueling climate destruction.
BlackRock LifePath ESG Index 2050 Fund $LEPKX is 6.17% invested in fossil fuel stocks, with $161,657 invested across 324 equity holdings
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Financial performance
Performance data provided byMorningstarFind more financial data on LEPKX at Morningstar.com
Current fund
LEPKX
BlackRock LifePath ESG Index 2050 Fund
Family
BlackRock/iShares
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 1-yr returns 
-7.36% less in annualized returns
Less invested in fossil fuels 
0.57% less invested
Less invested in Clean200 
2.05% less invested
Current fund
LEPKX
BlackRock LifePath ESG Index 2050 Fund
Family
BlackRock/iShares
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 1-yr returns 
-7.36% less in annualized returns
Less invested in fossil fuels 
0.57% less invested
Less invested in Clean200 
2.05% less invested
Current fund
LEPKX
BlackRock LifePath ESG Index 2050 Fund
Family
BlackRock/iShares
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 1-yr returns 
-7.36% less in annualized returns
Less invested in fossil fuels 
0.57% less invested
Less invested in Clean200 
2.05% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
LEPKX - BlackRock LifePath ESG Index 2050 Fund
21%
/
/
/
6.17% 
Benchmark
IVV - iShares Core S&P 500 ETF
28%
20%
18%
16%
6.74% 
Fund compared to benchmark
 
-7.36%
/
/
/
0.57%  lower
Find more financial data on LEPKX at Morningstar.com
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