BlackRock LifePath ESG Index 2050 Fund

Shareclass
BlackRock LifePath ESG Index 2050 K (LEPKX)
Type
Open-end mutual fund
Sustainability mandate
Gun grade: Fund is invested in civilian firearm manufacturers, below the threshold of 0.1%. Assigned a grade of C.
How we track gun investments
C
$838
Civilian firearms
5
gun stocks found
0.01%
of assets flagged
Data as of 1/31/24
For each civilian firearm category, we show the fund's exposure. Click a category to see the breakdown of companies. When calculating a portfolio's exposure to a screen list, we only consider long investments, ignoring any shorts or liabilities.
Civilian firearms
Gun manufacturers
Gun manufacturers
Manufacturers of civilian firearms
4
holdings
$434
invested
<0.01%
of portfolio
Major gun retailers
Major gun retailers
Largest public retailers of civilian firearms
1
holdings
$403
invested
<0.01%
of portfolio
Gun manufacturers and major gun retailers
5 holdings
5 holdings
  • 1. Canadian Tire Corp Ltd Class A
    Civilian firearm retailers
    $403
    <0.01%
  • 2. NOF Corp
    Civilian firearm manufacturers
    $224
    <0.01%
  • 3. Daicel Corp
    Civilian firearm manufacturers
    $164
    <0.01%
  • 4. SNT Motiv Ordinary Shares
    Civilian firearm manufacturers
    $31
    <0.01%
  • 5. Colt CZ Group SE Ordinary Shares
    Civilian firearm manufacturers
    $16
    <0.01%
BlackRock LifePath ESG Index 2050 Fund $LEPKX is 0.01% ($838) invested in gun manufacturer and major gun retailer stocks
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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: 2/29/24
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 
-5.91% less in annualized returns
Less invested in civilian firearms 
0.72% 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: 2/29/24
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 
-5.91% less in annualized returns
Less invested in civilian firearms 
0.72% 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: 2/29/24
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 
-5.91% less in annualized returns
Less invested in civilian firearms 
0.72% less invested
Month-end trailing returns  
Annualized returns
Gun investments
1-yr
3-yr
5-yr
10-yr
Civilian firearm
This fund
LEPKX - BlackRock LifePath ESG Index 2050 Fund
20%
5.97%
/
/
0.01% 
Benchmark
IVV - iShares Core S&P 500 ETF
30%
12%
15%
13%
0.74% 
Fund compared to benchmark
 
-10.62%
-5.91%
/
/
0.72%  lower
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 gun free options to your retirement plan
Find sustainable funds that are gun free
Visit Weapon Free Funds to see this fund's exposure to military weapon companies
Visit Fossil Free Funds to see this fund's exposure to fossil fuel companies and companies with high carbon footprints
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco

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