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

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund BlackRock LifePath ESG Index 2065 Fund

FUND COVERAGE
# of holdings2,482
% of assets86%
Score
55 / 100
Rank

72.1 percentile

Group: Allocation

Rank: #183 out of 652

Grade
B

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

26 / 40

Gender Equality: Equal Compensation and Work Life Balance

10 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. National Bank of Canada
         % of fund invested: 0.04%
         $USD invested: $2,867
  • 2. Transurban Group
         % of fund invested: 0.08%
         $USD invested: $5,470
  • 3. GPT Group
         % of fund invested: 0.02%
         $USD invested: $1,576
  • 4. QBE Insurance Group Ltd
         % of fund invested: 0.04%
         $USD invested: $3,116
  • 5. Allianz SE
         % of fund invested: 0.18%
         $USD invested: $12,443
  • 6. AstraZeneca PLC
         % of fund invested: 0.23%
         $USD invested: $15,741
  • 7. ASX Ltd
         % of fund invested: 0.02%
         $USD invested: $1,468
  • 8. Viva Energy Group Ltd Ordinary Shares
         % of fund invested: <0.01%
         $USD invested: $95
  • 9. Standard Chartered PLC
         % of fund invested: 0.05%
         $USD invested: $3,388
  • 10. CAR Group Ltd
         % of fund invested: 0.02%
         $USD invested: $1,470
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. TG Therapeutics Inc
         % of fund invested: <0.01%
         $USD invested: $270
  • 2. Trump Media & Technology Group Corp
         % of fund invested: <0.01%
         $USD invested: $199
  • 3. TKO Group Holdings Inc
         % of fund invested: 0.01%
         $USD invested: $1,016
  • 4. EchoStar Corp Class A
         % of fund invested: <0.01%
         $USD invested: $676
  • 5. KBC Ancora SA
         % of fund invested: <0.01%
         $USD invested: $211
  • 6. Gav-Yam Lands Corp Ltd
         % of fund invested: <0.01%
         $USD invested: $0
  • 7. AST SpaceMobile Inc Ordinary Shares - Class A
         % of fund invested: 0.01%
         $USD invested: $737
  • 8. Core Scientific Inc Ordinary Shares - New
         % of fund invested: <0.01%
         $USD invested: $325
  • 9. Shopify Inc Registered Shs -A- Subord Vtg
         % of fund invested: 0.18%
         $USD invested: $12,469
  • 10. Servisfirst Bancshares Inc
         % of fund invested: <0.01%
         $USD invested: $204

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund BlackRock LifePath ESG Index 2065 Fund

Totals

Holdings
Assets
Weight
Prisons
32
$635,282
9.14%
     Prisons high risk
9
$16,563
0.24%
     Private prisons
2
$390
<0.01%
Borders
37
$655,367
9.43%
     Borders high risk
16
$75,570
1.09%
Total
55
$758,023
11%
Full fund results

Holdings — 55 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$217,966
3.14%
Prisons
Borders :
$217,966
3.14%
2.
Alphabet Inc Class C
Prisons
Borders
$151,794
2.18%
Prisons
Borders :
$151,794
2.18%
3.
Amazon.com Inc
Prisons
Borders
$124,771
1.8%
Prisons
Borders :
$124,771
1.8%
4.
Berkshire Hathaway Inc Class B
Prisons
$23,998
0.35%
Prisons
$23,998
0.35%
5.
Palantir Technologies Inc Ordinary Shares - Class A
Borders
$22,954
0.33%
Borders :
$22,954
0.33%
6.
Costco Wholesale Corp
Prisons
$21,635
0.31%
Prisons
$21,635
0.31%
7.
HSBC Holdings PLC
Prisons
Borders
$16,902
0.24%
Prisons
Borders :
$16,902
0.24%
8.
Salesforce Inc
Borders
$16,750
0.24%
Borders :
$16,750
0.24%
9.
RTX Corp
Borders
$12,944
0.19%
Borders :
$12,944
0.19%
10.
3M Co
Prisons
$11,236
0.16%
Prisons
$11,236
0.16%
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