BlackRock Retirement Income 2030 Fund Institutional
BRICX
NASDAQ
| Weiss Ratings | BRICX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | BRICX-NASDAQ | Click to Compare |
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| Provider | BlackRock | |||
| Manager/Tenure (Years) | Michael Pensky (6), Justin Christofel (3), Louis Arranz (0) | |||
| Website | http://www.blackrock.com | |||
| Fund Information | BRICX-NASDAQ | Click to Compare |
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| Fund Name | BlackRock Retirement Income 2030 Fund Institutional | |||
| Category | Target-Date 2030 | |||
| Sub-Category | Target Date 2021-2045 | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Jul 31, 2020 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | BRICX-NASDAQ | Click to Compare |
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| Dividend Yield | 9.01% | |||
| Dividend | BRICX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.68% | |||
| Asset Allocation | BRICX-NASDAQ | Click to Compare |
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| Cash | 5.48% | |||
| Stock | 34.91% | |||
| U.S. Stock | 23.44% | |||
| Non-U.S. Stock | 11.47% | |||
| Bond | 60.31% | |||
| U.S. Bond | 42.12% | |||
| Non-U.S. Bond | 18.19% | |||
| Preferred | 0.42% | |||
| Convertible | 0.14% | |||
| Other Net | -1.27% | |||
| Price History | BRICX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.39% | |||
| 30-Day Total Return | 1.29% | |||
| 60-Day Total Return | -1.17% | |||
| 90-Day Total Return | -0.09% | |||
| Year to Date Total Return | 4.14% | |||
| 1-Year Total Return | 5.50% | |||
| 2-Year Total Return | 15.35% | |||
| 3-Year Total Return | 36.91% | |||
| 5-Year Total Return | 22.62% | |||
| Price | BRICX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | BRICX-NASDAQ | Click to Compare |
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| Nav | $84.01 | |||
| 1-Month Low NAV | $83.23 | |||
| 1-Month High NAV | $84.01 | |||
| 52-Week Low NAV | $83.23 | |||
| 52-Week Low NAV (Date) | Sep 30, 2026 | |||
| 52-Week High NAV | $88.36 | |||
| 52-Week High Price (Date) | Feb 25, 2026 | |||
| Beta / Standard Deviation | BRICX-NASDAQ | Click to Compare |
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| Beta | 0.96 | |||
| Standard Deviation | 6.33 | |||
| Balance Sheet | BRICX-NASDAQ | Click to Compare |
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| Total Assets | 4.41M | |||
| Operating Ratios | BRICX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.50% | |||
| Turnover Ratio | 1.00% | |||
| Performance | BRICX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 12.60% | |||
| Last Bear Market Total Return | -9.24% | |||