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
Gender equality score
Gender equality score

55
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

A
87.1
percentile

Universe: Groups

Group: Allocation Funds

Ranking: 92 out of 708 funds


See more funds from this group
 All funds
 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
26/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
10/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
18/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
1/10
See the score criteria
Top scoring holdings
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Transurban Group
    0.1% of assets
    $4,129 invested
  • 2. Enagas SA
    <0.01% of assets
    $151 invested
  • 3. Storebrand ASA
    <0.01% of assets
    $224 invested
  • 4. Diageo PLC
    0.12% of assets
    $5,146 invested
  • 5. QBE Insurance Group Ltd
    0.05% of assets
    $1,964 invested
  • 6. GPT Group
    0.02% of assets
    $628 invested
  • 7. Sanofi SA
    0.1% of assets
    $4,168 invested
  • 8. AstraZeneca PLC
    0.24% of assets
    $9,830 invested
  • 9. Standard Chartered PLC
    0.03% of assets
    $1,357 invested
  • 10. GSK PLC
    0.08% of assets
    $3,265 invested
Bottom scoring holdings
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Summit Real Estate Holdings Ltd
    <0.01% of assets
    $25 invested
  • 2. Delek Automotive Systems Ltd
    <0.01% of assets
    $16 invested
  • 3. TKO Group Holdings Inc
    0.01% of assets
    $436 invested
  • 4. Isras Investments Co Ltd
    <0.01% of assets
    $13 invested
  • 5. TG Therapeutics Inc
    <0.01% of assets
    $127 invested
  • 6. SpringWorks Therapeutics Inc Ordinary Shares
    <0.01% of assets
    $102 invested
  • 7. NTT UD Reit Investment Corp
    <0.01% of assets
    $162 invested
  • 8. KBC Ancora SA
    <0.01% of assets
    $90 invested
  • 9. Gav-Yam Lands Corp Ltd
    <0.01% of assets
    $0 invested
  • 10. Renasant Corp
    <0.01% of assets
    $216 invested
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Financial performance
Performance data provided byMorningstarFind more financial data on LEWKX at Morningstar.com
Gender Equality and Returns
Returns chart for BlackRock LifePath ESG Index 2065 Fund
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
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
Same overall gender equality score 
0 / 100 points 
Lower gender balance in leadership and workforce score 
1 / 40 points lower
Higher equal compensation and work life balance score 
1 / 30 points higher
Same policies promoting gender equality score 
0 / 20 points 
Same commitment, transparency, and accountability score 
0 / 10 points 
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
Same overall gender equality score 
0 / 100 points 
Lower gender balance in leadership and workforce score 
1 / 40 points lower
Higher equal compensation and work life balance score 
1 / 30 points higher
Same policies promoting gender equality score 
0 / 20 points 
Same commitment, transparency, and accountability score 
0 / 10 points 
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
Same overall gender equality score 
0 / 100 points 
Lower gender balance in leadership and workforce score 
1 / 40 points lower
Higher equal compensation and work life balance score 
1 / 30 points higher
Same policies promoting gender equality score 
0 / 20 points 
Same commitment, transparency, and accountability score 
0 / 10 points 
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
LEWKX - BlackRock LifePath ESG Index 2065 Fund
32%
4.62%
/
/
55  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
38%
9.05%
15%
13%
55  / 100 points
Fund compared to benchmark
 
-6.05%
-4.43%
/
/
Same
Find more financial data on LEWKX at Morningstar.com
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