BlackRock LifePath ESG Index Series

BlackRock/iShares
Rated as BlackRock LifePath ESG Index 2050 Fund
Portfolio date Oct 2024

Environment
scorecard

Fossil fuels
Fossil fuels
Poor
Fossil fuel finance
Fossil fuel finance
Poor
Fossil fuel insurance
Fossil fuel insurance
Fair
Deforestation
Deforestation
Poor

Social
scorecard

Gender equality
Gender equality
Good
Civilian firearms
Civilian firearms
Fair
Prison industrial complex
Prison industrial complex
Poor
Military weapons
Military weapons
Fair
Tobacco
Tobacco
Fair

Fossil fuel grade
The BlackRock LifePath ESG Index Series is 6.75% invested in fossil fuels.

Fossil fuel grade

D
Fossil fuel exposure of 6.75% places the fund in the D tier, between 5.5% and 9% exposure.
6.75% invested in fossil fuels.
Screen# of holdings% of portfolio
Top 200 carbon reserve owners612.14%
Coal industry600.52%
Oil/gas industry2205.5%
Top 30 coal-fired utilities50.28%
Fossil-fired utilities1192.34%
All fossil fuel screens3196.75%
Top 200 carbon reserve owners
Top 5 holdings

Top 200 carbon reserve owners

  1. Exxon Mobil Corp
    0.28%
  2. ConocoPhillips
    0.24%
  3. Chevron Corp
    0.19%
  4. Shell PLC
    0.18%
  5. TotalEnergies SE
    0.18%
Coal industry
Top 5 holdings

Coal industry

  1. Dominion Energy Inc
    0.11%
  2. Anglo American PLC
    0.06%
  3. Air Products & Chemicals Inc
    0.06%
  4. Mitsubishi Corp
    0.05%
  5. Marubeni Corp
    0.05%
Oil/gas industry
Top 5 holdings

Oil/gas industry

  1. Exxon Mobil Corp
    0.28%
  2. ConocoPhillips
    0.24%
  3. NextEra Energy Inc
    0.23%
  4. Kinder Morgan Inc
    0.21%
  5. NiSource Inc
    0.21%
Top 30 coal-fired utilities
Top 5 holdings

Top 30 coal-fired utilities

  1. Berkshire Hathaway Inc
    0.27%
  2. AGL Energy Ltd
    <0.01%
  3. Electric Power Development Co Ltd
    <0.01%
  4. NLC India Ltd
    <0.01%
  5. Enea SA
    <0.01%
Fossil-fired utilities
Top 5 holdings

Fossil-fired utilities

  1. Berkshire Hathaway Inc
    0.27%
  2. Public Service Enterprise Group Inc
    0.24%
  3. NextEra Energy Inc
    0.23%
  4. NiSource Inc
    0.21%
  5. Dominion Energy Inc
    0.11%
Company research provided by
FFF SolutionsMacroclimateUrgewald Global Coal Exit List

All funds in this target date series

A target date fund series consist of around 10 or 12 different funds, each with their own "target date" marketed at different age demographics. We use the 2050 fund to assign ratings to target date fund series - this is the fund that would be marketed to savers looking to retire around the year 2050. As time progresses and this "target date" approaches, the portfolio mix of the fund shifts away from stocks and towards bonds and other less-risky investments. Usually, the mix of stocks in the portfolio stays the same across a target date fund series, meaning if you are invested in a fund from this target date series that is dated closer to today than 2050, you're likely invested in the same companies flagged above, but you may have lower levels of exposure. We currently only have detailed results for the 2050 version of this target date fund series.

BlackRock LifePath ESG Index 2030 Fund
BlackRock LifePath ESG Index 2035 Fund
BlackRock LifePath ESG Index 2040 Fund
BlackRock LifePath ESG Index 2045 Fund
BlackRock LifePath ESG Index 2050 Fund
BlackRock LifePath ESG Index 2055 Fund
BlackRock LifePath ESG Index 2060 Fund
BlackRock LifePath ESG Index 2065 Fund
BlackRock LifePath ESG Index Retirement Fund

All tickers for this target date series

Tickers for each shareclass available from every fund in this target date series.

LENIX
LENAX
LENKX
LEJIX
LEJAX
LEJKX
LEKIX
LEKAX
LEKKX
LEHIX
LEHAX
LEHKX
LEGIX
LEBAX
LEPKX
LEEIX
LEVAX
LEVKX
LEZIX
LEZAX
LEZKX
LEWIX
LEWAX
LEWKX
LERIX
LERAX
LERKX



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