Gender equality score
51
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
1/10

Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
BlackRock LifePath® Index 2050 Fund LIPKX
Environment
Social
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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. Mirvac Group0.02% of assets$1.51M invested
- 2. Diageo PLC0.13% of assets$7.79M invested
- 3. Medibank Private Ltd<0.01% of assets$499,329 invested
- 4. Allianz SE0.12% of assets$7.53M invested
- 5. UBS Group AG0.08% of assets$5.1M invested
- 6. Aena SME SA0.01% of assets$882,076 invested
- 7. Yara International ASA<0.01% of assets$515,416 invested
- 8. National Grid PLC0.06% of assets$3.87M invested
- 9. Westpac Banking Corp0.06% of assets$3.87M invested
- 10. GPT Group0.02% of assets$1.44M invested
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. Shapir Engineering and Industry Ltd<0.01% of assets$128,117 invested
- 2. Ubiquiti Inc<0.01% of assets$100,157 invested
- 3. Constellation Software Inc0.05% of assets$3.02M invested
- 4. Seria Co Ltd<0.01% of assets$114,166 invested
- 5. Interactive Brokers Group Inc Class A0.01% of assets$711,464 invested
- 6. Rithm Capital Corp<0.01% of assets$322,477 invested
- 7. ABC-Mart Inc<0.01% of assets$243,775 invested
- 8. GungHo Online Entertainment Inc<0.01% of assets$104,746 invested
- 9. Airport City Ltd<0.01% of assets$115,391 invested
- 10. NTT UD Reit Investment Corp<0.01% of assets$443,816 invested
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Financial performance
Performance data provided by
Find more financial data on LIPKX at Morningstar.com

Gender Equality and Returns

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.
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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: