Morningstar

BlackRock Retirement Income 2030 Fund Institutional BRICX

Morningstar Medalist Rating
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Medalist Rating as of See BlackRock Investment Hub
  • NAV / 1-Day Return $83.82  /  0.00
  • Fund Size $4.4M
  • Adjusted Expense Ratio 0.500%
  • Net Expense Ratio 0.250%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Target-Date 2030
  • Equity Style Box (Funds) Large Value
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 9.01%
  • Turnover Ratio 1%
NAV and 1-Day Return as of

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 Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers 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

2.20 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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