BlackRock LifePath ESG Index 2050 Fund | Prison industrial complex investments

Mutual fund

BlackRock LifePath ESG Index 2050 Fund

TickerLEPKX socially responsible

Fund manager

Flagged investments:

$428,731, 11% of assets

Higher risk:

$48,212, 1.21% of assets

Private prison operators:

$202, <0.01% of assets

For each prison industrial complex category, click to see the breakdown of flagged holdings.

Prison industry

Incarceration and detention facilities, services in facilities, supervision and monitoring

holdings

$279,224

invested

7.03%

of portfolio

Border industry

Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border

holdings

$390,543

invested

9.83%

of portfolio

This fund is invested in the following private prison operator companies:

All flagged holdings

59 holdings

1. Microsoft Corp
$103,727
2.61%
2. Amazon.com Inc
$47,450
1.19%
3. Alphabet Inc Class C
$27,218
0.69%
4. Alphabet Inc Class A
$27,169
0.68%
5. JPMorgan Chase & Co
$23,409
0.59%

Higher risk
Private prison operator

See all

BlackRock LifePath ESG Index 2050 Fund $LEPKX has $428,731 invested in 59 companies involved in the prison industrial complex, amounting to 11% of fund assets

Sustainability report card

As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.

BlackRock LifePath ESG Index 2050 Fund LEPKX

Environment

Fossil fuels
Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation
Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality
Gender equality group ranking, based on Equileap company data

Civilian firearms
Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex
Investments in prisons and borders industry, including private prison operators

Military weapons
Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco
Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

Search more funds

Financial performance

Performance data provided by

Find more financial data on LEPKX at Morningstar.com

Current fund

LEPKX

BlackRock LifePath ESG Index 2050 Fund

Family

BlackRock/iShares

Category

Target-Date 2050

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 2/28/23

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 1-yr returns

-0.17% less in annualized returns

More invested in private prison operators

<0.01% more invested

More invested in higher risk companies, prison industry

0.26% more invested

Less invested in higher risk companies, border industry

0.4% less invested

Less invested in higher risk companies

0.37% less invested

Less invested in all screened prison industry companies

8.31% less invested

Less invested in all screened border industry companies

9.23% less invested

Less invested in all screened companies

11.79% less invested

Current fund

LEPKX

BlackRock LifePath ESG Index 2050 Fund

Family

BlackRock/iShares

Category

Target-Date 2050

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 2/28/23

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 1-yr returns

-0.17% less in annualized returns

More invested in private prison operators

<0.01% more invested

More invested in higher risk companies, prison industry

0.26% more invested

Less invested in higher risk companies, border industry

0.4% less invested

Less invested in higher risk companies

0.37% less invested

Less invested in all screened prison industry companies

8.31% less invested

Less invested in all screened border industry companies

9.23% less invested

Less invested in all screened companies

11.79% less invested

Current fund

LEPKX

BlackRock LifePath ESG Index 2050 Fund

Family

BlackRock/iShares

Category

Target-Date 2050

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 2/28/23

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 1-yr returns

-0.17% less in annualized returns

More invested in private prison operators

<0.01% more invested

More invested in higher risk companies, prison industry

0.26% more invested

Less invested in higher risk companies, border industry

0.4% less invested

Less invested in higher risk companies

0.37% less invested

Less invested in all screened prison industry companies

8.31% less invested

Less invested in all screened border industry companies

9.23% less invested

Less invested in all screened companies

11.79% less invested

Month-end trailing returns

Performance as of date: 2/28/23

Morningstar suggested benchmark: Morningstar Mod Tgt Risk TR USD

Annualized returns

Flagged investments

1-yr

3-yr

5-yr

10-yr

This fund
LEPKX - BlackRock LifePath ESG Index 2050 Fund

-7.89%

<0.01%

Benchmark

-7.72%

12%

9.79%

12%

Fund compared to benchmark

-0.17%

<0.01% higher

Find more financial data on LEPKX at Morningstar.com

What's next?

Learn how to make a change and move your money

Get started with our action toolkit

Action toolkit

Ask your employer about adding prison industrial complex-free options to your retirement plan

Use our toolkit

Find sustainable funds that are prison industrial complex-free

Find clean funds

Visit Fossil Free Funds to see this fund's exposure to fossil fuel companies and companies with high carbon footprints

See climate risk