BlackRock LifePath® Index 2065 Fund

Shareclass
BlackRock LifePath® Index 2065 K (LIWKX)
Type
Open-end mutual fund
Target date
BlackRock LifePath Index
Deforestation grade: Fund is invested in deforestation-risk agricultural commodity producer/traders, below the threshold of 0.5%. Assigned a grade of C.
How we track deforestation-risk investments
C
12.32%
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
234
holdings flagged
12%
of assets flagged
This fund contains
 $127.58 MILLION 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
66 holdings
0.47% of assets
$4.96 MILLION invested
banks
Banks and lenders
36 holdings
3.18% of assets
$33.2 MILLION invested
consumers
Major consumer brands
150 holdings
8.75% of assets
$91.38 MILLION invested
Commodity producers
Commodity producers
66 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%.
66 HOLDINGS
  • % of portfolio
    $ invested
  • 1. Mitsubishi Corp
    Palm oil producer
    0.06%0.06% of portfolio
    $672,841$672,841 invested
    Palm oil producer
  • 2. ITOCHU Corp
    Timber producerRubber producerPaper/pulp producerPalm oil producer
    0.06%0.06% of portfolio
    $608,046$608,046 invested
    Timber producerRubber producerPaper/pulp producerPalm oil producer
  • 3. Glencore PLC
    Soy producerPalm oil producer
    0.04%0.04% of portfolio
    $428,598$428,598 invested
    Soy producerPalm oil producer
  • 4. International Paper Co
    Paper/pulp producer
    0.03%0.03% of portfolio
    $331,370$331,370 invested
    Paper/pulp producer
  • 5. Marubeni Corp
    Timber producerRubber producerPaper/pulp producer
    0.02%0.02% of portfolio
    $259,658$259,658 invested
    Timber producerRubber producerPaper/pulp producer
View next 5
Banks and lenders
Banks and lenders
36 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).
36 HOLDINGS
  • % of portfolio
    $ invested
  • 1. JPMorgan Chase & Co
    0.79%0.79% of portfolio
    $8.31M$8.31M invested
  • 2. Bank of America Corp
    0.33%0.33% of portfolio
    $3.43M$3.43M invested
  • 3. HSBC Holdings PLC
    0.22%0.22% of portfolio
    $2.26M$2.26M invested
  • 4. Mitsubishi UFJ Financial Group Inc
    0.17%0.17% of portfolio
    $1.78M$1.78M invested
  • 5. Commonwealth Bank of Australia
    0.17%0.17% of portfolio
    $1.73M$1.73M invested
View next 5
Major consumer brands
Major consumer brands
150 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).
150 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
    2.13%2.13% of portfolio
    $22.25M$22.25M invested
    Soy major consumer brandCattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 2. Costco Wholesale Corp
    Soy major consumer brandCattle major consumer brandTimber major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    0.5%0.5% of portfolio
    $5.19M$5.19M invested
    Soy major consumer brandCattle major consumer brandTimber major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 3. Walmart Inc
    Soy major consumer brandCattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    0.46%0.46% of portfolio
    $4.78M$4.78M invested
    Soy major consumer brandCattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 4. Procter & Gamble Co
    Paper/pulp major consumer brandPalm oil major consumer brand
    0.44%0.44% of portfolio
    $4.58M$4.58M invested
    Paper/pulp major consumer brandPalm oil major consumer brand
  • 5. Johnson & Johnson
    Paper/pulp major consumer brandPalm oil major consumer brand
    0.43%0.43% of portfolio
    $4.45M$4.45M invested
    Paper/pulp major consumer brandPalm oil major consumer brand
View next 5
View more info
DATA AS OF 28 Feb 2025
Financial performance
Performance data provided byMorningstarFind more financial data on LIWKX at Morningstar.com
Current fund
LIWKX
BlackRock LifePath® 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: 3/31/25
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 5-yr returns 
-3.83% less in annualized returns
More invested in commodity producers 
0.29% more invested
More invested in banks and lenders 
0.58% more invested
Less invested in major consumer brands 
3.06% less invested
Current fund
LIWKX
BlackRock LifePath® 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: 3/31/25
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 5-yr returns 
-3.83% less in annualized returns
More invested in commodity producers 
0.29% more invested
More invested in banks and lenders 
0.58% more invested
Less invested in major consumer brands 
3.06% less invested
Current fund
LIWKX
BlackRock LifePath® 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: 3/31/25
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 5-yr returns 
-3.83% less in annualized returns
More invested in commodity producers 
0.29% more invested
More invested in banks and lenders 
0.58% more invested
Less invested in major consumer brands 
3.06% less invested
Month-end trailing returns  
Annualized returns
Deforestation analysis
1-yr
3-yr
5-yr
10-yr
Commodity producers
This fund
LIWKX - BlackRock LifePath® Index 2065 Fund
6.92%
6.5%
15%
/
0.47% 
Benchmark
IVV - iShares Core S&P 500 ETF
8.22%
9.03%
19%
12%
0.19% 
Fund compared to benchmark
 
-1.3%
-2.53%
-3.83%
/
0.29%  higher
Find more financial data on LIWKX 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.
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