BlackRock LifePath ESG Index Series

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

Environment
scorecard

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

Social
scorecard

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

Prison industrial complex grade
The BlackRock LifePath ESG Index Series has 0.67% exposure to the high-risk prison industrial complex screen.

Prison industrial complex grade

F
Exposure to private prison operators of <0.01%. Any exposure to private prison operators places the fund in the F tier.
11% invested in companies involved in the prison industrial complex.
Screen# of holdings% of portfolio
Private prison operators2<0.01%
Prison industrial complex, high-risk170.67%
Prison industry336.85%
Border industry369.21%
All prison industrial complex screens5611%
Private prison operators
Top 2 holdings

Private prison operators

  1. Serco Group PLC
    <0.01%
  2. MITIE Group PLC
    <0.01%
Prison industrial complex, high-risk
Top 5 holdings

Prison industrial complex, high-risk

  1. RTX Corp
    0.23%
  2. Northrop Grumman Corp
    0.11%
  3. Axon Enterprise Inc
    0.08%
  4. Airbus SE
    0.07%
  5. Leidos Holdings Inc
    0.06%
Prison industry
Top 5 holdings

Prison industry

  1. Microsoft Corp
    3.08%
  2. Amazon.com Inc
    1.81%
  3. Costco Wholesale Corp
    0.41%
  4. Berkshire Hathaway Inc
    0.21%
  5. Elevance Health Inc
    0.19%
Border industry
Top 5 holdings

Border industry

  1. Microsoft Corp
    3.08%
  2. Alphabet Inc
    1.91%
  3. Amazon.com Inc
    1.81%
  4. Salesforce Inc
    0.35%
  5. International Business Machines Corp
    0.28%
Company research sourced from
American Friends Service Committee

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



We offer sustainable investment tools that highlight issues dealing with climate change, gender equality and more

About us

Invest Your Values is funded by contributions to As You Sow, a non-profit 501(c)3.

Donate

Invest Your Values is a project by As You Sow, a 501(c)3 nonprofit empowering shareholders to change corporations for good

Visit As You Sow

Legal    
© Copyright 2024 As You Sow. All rights reserved.
Main Post Office, PO Box 751, Berkeley, CA 94701

Connect with As You Sow

Contact us      

Not an investment adviser

Disclaimer: As You Sow is not an investment adviser

As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer