BlackRock LifePath ESG Index 2065 Fund

Shareclass
BlackRock LifePath ESG Index 2065 K (LEWKX)
Type
Open-end mutual fund
Target date
BlackRock LifePath ESG Index Series
Sustainability mandate
Tobacco grade: Fund is invested in tobacco producers, below the threshold of 0.5%. Assigned a grade of C.
How we track tobacco investments
C
$26,683
INVESTED IN TOBACCO
AND TOBACCO-PROMOTING
ENTERTAINMENT COMPANIES
Tobacco companies that produce or manufacture tobacco products
Tobacco producers
that produce or manufacture tobacco products
Entertainment companies that show smoking in movies marketed to kids
Tobacco-promoting entertainment companies
that show smoking in movies marketed to kids
14
holdings flagged
0.64%
of assets flagged
Tobacco companies
Tobacco companies
7 holdings
<0.01% of assets
$236 invested
Tobacco-promoting entertainment companies
Tobacco-promoting entertainment companies
7 holdings
0.64% of assets
$26,446 invested
Why entertainment companies?
“R”-rating future movies with smoking will prevent one million tobacco deaths in this generation of U.S. kids. Hollywood studios and their parent companies, the nation’s best-known entertainment companies, are well aware of the public health risk, but continue to intentionally expose millions of kids.
Tell Hollywood to rate smoking “R”
Join our call to eliminate smoking from youth-rated movies
Take action
This fund contains
14 investments in tobacco producers and tobacco-promoting entertainment companies
Tobacco companies icon
Tobacco companies
7 HOLDINGS
7 holdings
  • 1. China Tobacco International (HK) Co Ltd
    <0.01% of portfolio
    $58 invested
  • 2. Godfrey Phillips India Ltd
    <0.01% of portfolio
    $56 invested
  • 3. RLX Technology Inc ADR
    <0.01% of portfolio
    $42 invested
  • 4. Scandinavian Tobacco Group AS
    <0.01% of portfolio
    $36 invested
  • 5. PT Gudang Garam Tbk
    <0.01% of portfolio
    $18 invested
See all
Tobacco-promoting entertainment companies icon
Tobacco-promoting entertainment companies
7 HOLDINGS
7 holdings
  • 1. The Walt Disney Co
    0.22% of portfolio
    $9,181 invested
  • 2. Sony Group Corp
    0.15% of portfolio
    $6,328 invested
  • 3. Comcast Corp Class A
    0.11% of portfolio
    $4,704 invested
  • 4. AT&T Inc
    0.09% of portfolio
    $3,783 invested
  • 5. Paramount Global Class B
    0.05% of portfolio
    $2,217 invested
See all
Are entertainment companies rated the same as tobacco companies?
No - tobacco companies bear greater responsibility to the tobacco epidemic, and our grading methodology reflects this. However, the scientific consensus is that tobacco depictions in movies cause kids to begin smoking. Public health impacts can damage a company’s reputation and brand value, decreasing long-term shareholder value. Asset managers should be engaging entertainment companies by signing investor letters, supporting shareholder resolutions, or otherwise pressing entertainment companies to remove smoking from youth-rated movies.
Financial performance
Performance data provided byMorningstarFind more financial data on LEWKX at Morningstar.com
Current fund
LEWKX
BlackRock LifePath ESG Index 2065 Fund
Family
BlackRock/iShares
Category
Target-Date 2065+
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 
-4.43% less in annualized returns
Less invested in tobacco and tobacco-promoting entertainment companies 
1.03% less invested
Less invested in tobacco producers 
0.61% less invested
Less invested in tobacco-promoting entertainment companies 
0.42% less invested
Current fund
LEWKX
BlackRock LifePath ESG Index 2065 Fund
Family
BlackRock/iShares
Category
Target-Date 2065+
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 
-4.43% less in annualized returns
Less invested in tobacco and tobacco-promoting entertainment companies 
1.03% less invested
Less invested in tobacco producers 
0.61% less invested
Less invested in tobacco-promoting entertainment companies 
0.42% less invested
Current fund
LEWKX
BlackRock LifePath ESG Index 2065 Fund
Family
BlackRock/iShares
Category
Target-Date 2065+
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 
-4.43% less in annualized returns
Less invested in tobacco and tobacco-promoting entertainment companies 
1.03% less invested
Less invested in tobacco producers 
0.61% less invested
Less invested in tobacco-promoting entertainment companies 
0.42% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Overall exposure
This fund
LEWKX - BlackRock LifePath ESG Index 2065 Fund
32%
4.62%
/
/
0.64% 
Benchmark
IVV - iShares Core S&P 500 ETF
38%
9.05%
15%
13%
1.68% 
Fund compared to benchmark
 
-6.05%
-4.43%
/
/
1.03%  lower
Find more financial data on LEWKX at Morningstar.com
Take Action
Take action and sign our letter to the media companies
Find mutual funds that steer clear of tobacco
Talk to your retirement plan manager about tobacco-free investment options
Use FossilFreeFunds.org to see the climate impact of this fund
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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