BlackRock LifePath ESG Index 2050 Fund

Shareclass
BlackRock LifePath ESG Index 2050 K (LEPKX)
Type
Open-end mutual fund
Target date
BlackRock LifePath ESG Index Series
Sustainability mandate
Deforestation grade: Fund is invested in deforestation-risk agricultural commodity producer/traders, above the threshold of 0.5% and below 1.5%. Assigned a grade of D.
How we track deforestation-risk investments
D
11.42%
INVESTED IN DEFORESTATION-RISK COMPANIES
producers
AGRIBUSINESS
deforestation-risk producers and traders of palm oil, paper/pulp, rubber, timber, cattle, and soy
banks
BANKS AND LENDERS
that finance deforestation-risk agribusiness producers via lending and underwriting
consumers
MAJOR CONSUMER BRANDS
that use deforestation-risk agribusiness commodities in products
162
holdings flagged
11%
of assets flagged
This fund contains
 $914,849 invested 
in holdings flagged for deforestation risk
BlackRock, the world's largest investment firm, is among the world's top investors in the agribusiness companies responsible for destroying our tropical rainforests. To make the urgent transformations needed to end global deforestation and reign in the climate crisis, BlackRock needs to change its ways. Tell BlackRock to adopt a No Deforestation Policy!
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producers
Commodity producers
43 holdings
0.64% of assets
$51,332 invested
banks
Banks and lenders
32 holdings
2.93% of assets
$235,530 invested
consumers
Major consumer brands
97 holdings
8.08% of assets
$649,085 invested
Commodity producers
Commodity producers
43 HOLDINGS
Companies that produce and trade palm oil, paper/pulp, rubber, timber, cattle, and soy, and have a past record or a significant risk of contributing to deforestation, land grabbing, and human rights abuses. Investing in any of these companies assigns a fund a grade of C if total producer exposure is below the threshold of 0.5%; a grade of D if below 1.5%; and a grade of F if above 1.5%.
43 HOLDINGS
  • % of portfolio
    $ invested
  • 1. ITOCHU Corp
    Timber producerRubber producerPaper/pulp producerPalm oil producer
    0.1%0.1% of portfolio
    $8,373$8,373 invested
    Timber producerRubber producerPaper/pulp producerPalm oil producer
  • 2. Bunge Global SA
    Soy producerPaper/pulp producerPalm oil producer
    0.09%0.09% of portfolio
    $7,288$7,288 invested
    Soy producerPaper/pulp producerPalm oil producer
  • 3. Hormel Foods Corp
    Soy producerCattle producer
    0.06%0.06% of portfolio
    $4,901$4,901 invested
    Soy producerCattle producer
  • 4. International Paper Co
    Paper/pulp producer
    0.05%0.05% of portfolio
    $4,328$4,328 invested
    Paper/pulp producer
  • 5. Mitsubishi Corp
    Palm oil producer
    0.05%0.05% of portfolio
    $4,319$4,319 invested
    Palm oil producer
View next 5
Banks and lenders
Banks and lenders
32 HOLDINGS
Financial institutions directly and indirectly involved in underwriting and lending to deforestation-risk producers and traders. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
32 HOLDINGS
  • % of portfolio
    $ invested
  • 1. JPMorgan Chase & Co
    0.66%0.66% of portfolio
    $52,951$52,951 invested
  • 2. Bank of America Corp
    0.34%0.34% of portfolio
    $27,169$27,169 invested
  • 3. Morgan Stanley
    0.26%0.26% of portfolio
    $20,797$20,797 invested
  • 4. Commonwealth Bank of Australia
    0.19%0.19% of portfolio
    $15,388$15,388 invested
  • 5. HSBC Holdings PLC
    0.17%0.17% of portfolio
    $13,901$13,901 invested
View next 5
Major consumer brands
Major consumer brands
97 HOLDINGS
Consumer goods retailers that source palm oil, paper/pulp, rubber, timber, cattle, and soy from deforestation-risk producers and traders and sell it to consumers worldwide. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
97 HOLDINGS
  • % of portfolio
    $ invested
  • 1. Amazon.com Inc
    Soy major consumer brandCattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    1.89%1.89% of portfolio
    $151,835$151,835 invested
    Soy major consumer brandCattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 2. The Home Depot Inc
    Cattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brand
    0.52%0.52% of portfolio
    $41,857$41,857 invested
    Cattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brand
  • 3. Costco Wholesale Corp
    Soy major consumer brandCattle major consumer brandTimber major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    0.43%0.43% of portfolio
    $34,382$34,382 invested
    Soy major consumer brandCattle major consumer brandTimber major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 4. Procter & Gamble Co
    Paper/pulp major consumer brandPalm oil major consumer brand
    0.37%0.37% of portfolio
    $29,796$29,796 invested
    Paper/pulp major consumer brandPalm oil major consumer brand
  • 5. Johnson & Johnson
    Paper/pulp major consumer brandPalm oil major consumer brand
    0.27%0.27% of portfolio
    $21,456$21,456 invested
    Paper/pulp major consumer brandPalm oil major consumer brand
View next 5
View more info
DATA AS OF 31 Oct 2024
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: 11/30/24
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 3-yr returns 
-4.61% less in annualized returns
More invested in commodity producers 
0.47% more invested
More invested in banks and lenders 
0.33% more invested
Less invested in major consumer brands 
3.57% 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: 11/30/24
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 3-yr returns 
-4.61% less in annualized returns
More invested in commodity producers 
0.47% more invested
More invested in banks and lenders 
0.33% more invested
Less invested in major consumer brands 
3.57% 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: 11/30/24
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 3-yr returns 
-4.61% less in annualized returns
More invested in commodity producers 
0.47% more invested
More invested in banks and lenders 
0.33% more invested
Less invested in major consumer brands 
3.57% less invested
Month-end trailing returns  
Annualized returns
Deforestation analysis
1-yr
3-yr
5-yr
10-yr
Commodity producers
This fund
LEPKX - BlackRock LifePath ESG Index 2050 Fund
25%
6.79%
/
/
0.64% 
Benchmark
IVV - iShares Core S&P 500 ETF
34%
11%
16%
13%
0.17% 
Fund compared to benchmark
 
-8.61%
-4.61%
/
/
0.47%  higher
Find more financial data on LEPKX at Morningstar.com
Take Action
Call on U.S. investment firms to implement Deforestation and Land Grab-Free investment policies.
Find top-graded funds that avoid deforestation-risk investments.
Use Fossil Free Funds to check this fund's fossil fuel investments and carbon footprint.
More from Invest Your Values
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