Morningstar

BlackRock Retirement Income 2030 Fund Institutional BRICX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 86.46  /  +0.03 %
  • Total Assets 4.6M
  • Adj. Expense Ratio
    0.500%
  • Expense Ratio 0.250%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Target-Date 2030
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 8.69%
  • Turnover 1%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0

Morningstar’s Analysis BRICX

Will BRICX 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 BRICX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BRICX 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 BRICX’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 Instl 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 BRICX

More BRICX 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

2.06 93,912
Cash and Equivalents

USD CASH(Alpha Committed)

−0.19 −8,676
Cash and Equivalents

Icash

−0.19 −8,893
Cash and Equivalents

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