BlackRock LifePath ESG Index 2065 Fund

Shareclass
BlackRock LifePath ESG Index 2065 K (LEWKX)
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
11.99%
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
12%
of assets flagged
This fund contains
 $495,729 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!
Sign the petition
producers
Commodity producers
44 holdings
0.72% of assets
$29,805 invested
banks
Banks and lenders
31 holdings
2.96% of assets
$122,861 invested
consumers
Major consumer brands
98 holdings
8.59% of assets
$356,188 invested
Commodity producers
Commodity producers
44 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%.
44 HOLDINGS
  • % of portfolio
    $ invested
  • 1. ITOCHU Corp
    Timber producerRubber producerPaper/pulp producerPalm oil producer
    0.12%0.12% of portfolio
    $4,813$4,813 invested
    Timber producerRubber producerPaper/pulp producerPalm oil producer
  • 2. Bunge Global SA
    Soy producerPaper/pulp producerPalm oil producer
    0.09%0.09% of portfolio
    $3,909$3,909 invested
    Soy producerPaper/pulp producerPalm oil producer
  • 3. International Paper Co
    Paper/pulp producer
    0.06%0.06% of portfolio
    $2,595$2,595 invested
    Paper/pulp producer
  • 4. Mitsubishi Corp
    Palm oil producer
    0.06%0.06% of portfolio
    $2,495$2,495 invested
    Palm oil producer
  • 5. Hormel Foods Corp
    Soy producerCattle producer
    0.05%0.05% of portfolio
    $2,095$2,095 invested
    Soy producerCattle producer
View next 5
Banks and lenders
Banks and lenders
31 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).
31 HOLDINGS
  • % of portfolio
    $ invested
  • 1. JPMorgan Chase & Co
    0.69%0.69% of portfolio
    $28,432$28,432 invested
  • 2. Bank of America Corp
    0.33%0.33% of portfolio
    $13,596$13,596 invested
  • 3. Morgan Stanley
    0.26%0.26% of portfolio
    $10,857$10,857 invested
  • 4. Commonwealth Bank of Australia
    0.18%0.18% of portfolio
    $7,667$7,667 invested
  • 5. HSBC Holdings PLC
    0.18%0.18% of portfolio
    $7,582$7,582 invested
View next 5
Major consumer brands
Major consumer brands
98 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).
98 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
    1.87%1.87% of portfolio
    $77,693$77,693 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
    0.55%0.55% of portfolio
    $22,914$22,914 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
    $17,689$17,689 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
    0.38%0.38% of portfolio
    $15,726$15,726 invested
    Paper/pulp major consumer brandPalm oil major consumer brand
  • 5. Johnson & Johnson
    Paper/pulp major consumer brandPalm oil major consumer brand
    0.37%0.37% of portfolio
    $15,166$15,166 invested
    Paper/pulp major consumer brandPalm oil major consumer brand
View next 5
View more info
DATA AS OF 30 Sep 2024
Financial performance
Performance data provided byMorningstarFind more financial data on LEWKX at Morningstar.com
Current fund
LEWKX
BlackRock LifePath ESG Index 2065 Fund
Family
BlackRock/iShares
Category
Target-Date 2065+
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/24
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 
-4.43% less in annualized returns
More invested in commodity producers 
0.55% more invested
More invested in banks and lenders 
0.52% more invested
Less invested in major consumer brands 
2.9% less invested
Current fund
LEWKX
BlackRock LifePath ESG Index 2065 Fund
Family
BlackRock/iShares
Category
Target-Date 2065+
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/24
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 
-4.43% less in annualized returns
More invested in commodity producers 
0.55% more invested
More invested in banks and lenders 
0.52% more invested
Less invested in major consumer brands 
2.9% less invested
Current fund
LEWKX
BlackRock LifePath ESG Index 2065 Fund
Family
BlackRock/iShares
Category
Target-Date 2065+
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/24
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 
-4.43% less in annualized returns
More invested in commodity producers 
0.55% more invested
More invested in banks and lenders 
0.52% more invested
Less invested in major consumer brands 
2.9% less invested
Month-end trailing returns  
Annualized returns
Deforestation analysis
1-yr
3-yr
5-yr
10-yr
Commodity producers
This fund
LEWKX - BlackRock LifePath ESG Index 2065 Fund
32%
4.62%
/
/
0.72% 
Benchmark
IVV - iShares Core S&P 500 ETF
38%
9.05%
15%
13%
0.17% 
Fund compared to benchmark
 
-6.05%
-4.43%
/
/
0.55%  higher
Find more financial data on LEWKX 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.
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