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
Military weapon grade: Fund is invested in nuclear weapons and/or controversial weapons below the threshold of 2.5%. Assigned a grade of C.
How we track weapon investments
C
$182,284
Military weapons
108
military weapon stocks found
2.16%
of assets flagged
Data as of 30 Sep 2024
Military contractors
Military contractors
Largest international arms manufacturers and military contractors
108
holdings
$182,284
invested
2.16%
of portfolio
Nuclear weapons
Nuclear weapons
Manufacturers/servicers of nuclear armaments and delivery systems
48
holdings
$139,541
invested
1.65%
of portfolio
Controversial weapons
Controversial weapons
Manufacturers involved with cluster munitions, landmines, white phosphorus, depleted uranium
13
holdings
$21,000
invested
0.25%
of portfolio
Military weapon companies
108 holdings
108 holdings
  • 1.  GE Aerospace
    Nuclear weapons
    $19,878
    0.24%
  • 2.  RTX Corp
    Nuclear weapons
    $19,767
    0.23%
  • 3.  Honeywell International Inc
    Nuclear weapons
    $16,282
    0.19%
  • 4.  Northrop Grumman Corp
    Nuclear weaponsControversial weapons
    $9,125
    0.11%
  • 5.  Eaton Corp PLC
    Nuclear weapons
    $8,168
    0.1%
See all
  For each weapons category, we show the fund's exposure. When calculating a portfolio's percent exposure to a list of companies, we only consider long investments, ignoring any shorts or liabilities.
Civilian firearm manufacturers and retailers

We also track investments in civilian firearm manufacturers and retailers raking in billions in handgun, assault rifle, and ammunition sales. Gun Free Funds is made for people looking to align their investments with their values by moving money out of companies that make and sell guns.

BlackRock LifePath ESG Index 2050 Fund earns a C grade for investments in military weapons
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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: 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 
-4.7% less in annualized returns
Less invested in military weapons 
0.86% less invested
Less invested in major military contractors 
0.86% less invested
Less invested in manufacturers/servicers of nuclear weapons 
0.66% less invested
Less invested in manufacturers of controversial weapons 
0.57% 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: 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 
-4.7% less in annualized returns
Less invested in military weapons 
0.86% less invested
Less invested in major military contractors 
0.86% less invested
Less invested in manufacturers/servicers of nuclear weapons 
0.66% less invested
Less invested in manufacturers of controversial weapons 
0.57% 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: 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 
-4.7% less in annualized returns
Less invested in military weapons 
0.86% less invested
Less invested in major military contractors 
0.86% less invested
Less invested in manufacturers/servicers of nuclear weapons 
0.66% less invested
Less invested in manufacturers of controversial weapons 
0.57% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Military weapon weight
This fund
LEPKX - BlackRock LifePath ESG Index 2050 Fund
31%
4.36%
/
/
2.16% 
Benchmark
IVV - iShares Core S&P 500 ETF
38%
9.05%
15%
13%
3.02% 
Fund compared to benchmark
 
-6.84%
-4.7%
/
/
0.86%  lower
Find more financial data on LEPKX at Morningstar.com
What's next?
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Action toolkit
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