BlackRock LifePath® Index 2050 Fund
Fund offered by:
BlackRock/iShares
Ticker: LIPKX
Prison industrial complex grade: One or more holdings were flagged as private prison operators by our prison industrial complex screen. Assigned a grade of F.
F
$448.44 MILLION
Prison industrial complex
41
flagged holdings
8.16%
of assets flagged
Data as of 7/31/21
Flagged investments:
$448.44 MILLION, 8.16% of assets
Higher risk:
$38.4 MILLION, 0.7% of assets
 Private prison operators:
$1.56 MILLION, 0.03% of assets
For each prison industrial complex category, click to see the breakdown of flagged holdings.
Prison industry
Prison industry
Incarceration and detention facilities, services in facilities, supervision and monitoring
23
holdings
$235.17M
invested
4.28%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
27
holdings
$404.79M
invested
7.37%
of portfolio
This fund is invested in the following private prison operator companies:
SodexoSercoMITIE GroupFerrovial
All flagged holdings
41 holdings
41 holdings
  • 1.  Microsoft Corp
    Border industry
    $144M
    2.62%
  • 2.  Amazon.com Inc
    Prison industryBorder industry
    $105.23M
    1.92%
  • 3.  JPMorgan Chase & Co
    Prison industryBorder industry
    $32.97M
    0.6%
  • 4.  Bank of America Corp
    Prison industryBorder industry
    $21.91M
    0.4%
  • 5.  Walmart Inc
    Prison industry
    $14.26M
    0.26%
Higher risk
Private prison operator
See all
BlackRock LifePath® Index 2050 Fund $LIPKX has $448.44 MILLION invested in 41 companies involved in the prison industrial complex, amounting to 8.16% of fund assets
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Financial performance
Performance data provided byMorningstarFind more financial data on LIPKX at Morningstar.com
Current fund
LIPKX
BlackRock LifePath® 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: 8/31/21
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 10-yr returns 
-4.34% less in annualized returns
More invested in private prison operators 
0.03% more invested
More invested in higher risk companies, prison industry 
<0.01% more invested
Less invested in higher risk companies, border industry 
0.46% less invested
Less invested in higher risk companies 
0.39% less invested
Less invested in all screened prison industry companies 
4.18% less invested
Less invested in all screened border industry companies 
7.69% less invested
Less invested in all screened companies 
8.4% less invested
Current fund
LIPKX
BlackRock LifePath® 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: 8/31/21
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 10-yr returns 
-4.34% less in annualized returns
More invested in private prison operators 
0.03% more invested
More invested in higher risk companies, prison industry 
<0.01% more invested
Less invested in higher risk companies, border industry 
0.46% less invested
Less invested in higher risk companies 
0.39% less invested
Less invested in all screened prison industry companies 
4.18% less invested
Less invested in all screened border industry companies 
7.69% less invested
Less invested in all screened companies 
8.4% less invested
Current fund
LIPKX
BlackRock LifePath® 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: 8/31/21
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 10-yr returns 
-4.34% less in annualized returns
More invested in private prison operators 
0.03% more invested
More invested in higher risk companies, prison industry 
<0.01% more invested
Less invested in higher risk companies, border industry 
0.46% less invested
Less invested in higher risk companies 
0.39% less invested
Less invested in all screened prison industry companies 
4.18% less invested
Less invested in all screened border industry companies 
7.69% less invested
Less invested in all screened companies 
8.4% less invested
Month-end trailing returns  
Annualized returns
Flagged investments
1-yr
3-yr
5-yr
10-yr
Private prison operators
This fund
LIPKX - BlackRock LifePath® Index 2050 Fund
30%
14%
14%
12%
0.03% 
Benchmark
IVV - iShares Core S&P 500 ETF
31%
18%
18%
16%
0% 
Fund compared to benchmark
 
-1.39%
-3.62%
-4.08%
-4.34%
0.03%  higher
Find more financial data on LIPKX at Morningstar.com
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