Morningstar

BlackRock Retirement Income 2030 Fund Investor A BRIAX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $83.79  /  0.00
  • Fund Size $4.4M
  • Adjusted Expense Ratio 0.750%
  • Net Expense Ratio 0.500%
  • Fee Level: Distribution Average
  • Share Class Type Front Load
  • Morningstar Category Target-Date 2030
  • Equity Style Box (Funds) Large Value
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 8.76%
  • Turnover Ratio 1%
NAV and 1-Day Return as of

Morningstar’s Analysis BRIAX

Will BRIAX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BRIAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BRIAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BRIAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BlackRock Retirement Income 2030 Invr A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings BRIAX

More BRIAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 98.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Multi-Asset Income Portfolio K

98.33 4M
—

BlackRock Liquidity T-Fund Instl

2.20 97,028
Cash and Equivalents

USD CASH(Alpha Committed)

−0.24 −10,376
Cash and Equivalents

Icash

−0.30 −13,142
Cash and Equivalents

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