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BlackRock Retirement Income 2030 Instl (BRICX)

85.34 -0.47 (-0.55%)
As of 8:05 AM EDT. Market Open.
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DELL
  • Previous Close 85.81
  • YTD Return 2.59%
  • Expense Ratio 0.75%
  • Category Target-Date 2030
  • Last Cap Gain -6.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating --
  • Net Assets 4.57M
  • Beta (5Y Monthly) 0.72
  • Yield 8.26%
  • 5y Average Return --
  • Holdings Turnover 1.00%
  • Last Dividend 3.12
  • Inception Date Jul 31, 2020

The fund invests substantially all of its assets in BlackRock Multi-Asset Income Portfolio, a series of BlackRock Funds II, which seeks to maximize current income with consideration for capital appreciation. Under normal circumstances, the fund, indirectly through its investment in MAI, may invest up to 60% of its assets in equity securities and up to 100% of its assets in fixed-income securities.

BlackRock

Fund Family

Target-Date 2030

Fund Category

4.57M

Net Assets

2020-07-31

Inception Date

Performance Overview: BRICX

Trailing returns as of 6/7/2024. Category is Target-Date 2030.

YTD Return

BRICX
2.59%
Category
7.97%
 

1-Year Return

BRICX
10.42%
Category
25.53%
 

3-Year Return

BRICX
0.78%
Category
11.28%
 

5-Year Return

BRICX
0.00%
Category
10.98%
 

Holdings: BRICX

Top 2 Holdings (101.35% of Total Assets)

SymbolCompany% Assets
BKMIX
BlackRock Multi-Asset Income Portfolio K 100.01%
TSTXX
BlackRock Liquidity Funds - T-Fund 1.34%

Sector Weightings

SectorBRICX
Technology   15.16%
Industrials   14.05%
Healthcare   10.52%
Real Estate   10.42%
Utilities   7.63%
Energy   7.09%

Recent News: BRICX

Research Reports: BRICX

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