BlackRock Retirement Income 2030 Fund (BRIAX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BRIAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BRIAX
BRIAX charges 0.50% annually. There are 426 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | BRIAX vs LTFIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | BRIAX vs PMTIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | BRIAX vs LTRIX | |
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | 0.01% | — | Nov 2013 | BRIAX vs JRLVX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | — | Mar 2014 | BRIAX vs JLKYX |
Best Risk-Adjusted Alternatives to BRIAX
BRIAX has a PortfoliosLab risk / return rank of 42. There are 631 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 85.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 85 | — | Dec 2019 | BRIAX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 85 | — | Dec 2007 | BRIAX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 85 | — | Aug 2019 | BRIAX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 85 | — | Aug 2019 | BRIAX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | BRIAX vs FRAMX |
Top Performing BRIAX Alternatives (YTD)
BRIAX is at 2.89% YTD. There are 669 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | BRIAX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | BRIAX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | BRIAX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | BRIAX vs FIRVX | |
| Fidelity Freedom 2065 Fund Class K6 | 12.32% | — | Jun 2019 | BRIAX vs FFSZX |
Lowest Volatility Alternatives to BRIAX
BRIAX has 5.86% 1-year volatility. There are 91 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.59%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.59% | — | Nov 2015 | BRIAX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | BRIAX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.32% | — | Oct 2009 | BRIAX vs FIKFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.34% | — | Aug 2007 | BRIAX vs FRQAX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.34% | — | Oct 2009 | BRIAX vs FFGZX |
Lowest Drawdown Alternatives to BRIAX
BRIAX has a 1-year max drawdown of -5.14%. There are 156 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | BRIAX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | BRIAX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | BRIAX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | BRIAX vs FRQHX | |
| Fidelity Managed Retirement 2010 Fund Class K | -3.42% | — | Aug 2019 | BRIAX vs FRQKX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 35 | 11.91% | — | Sep 2021 | BRIAX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 55 | 8.09% | — | Jul 1993 | BRIAX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 94 | 11.04% | — | Dec 2012 | BRIAX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 57 | 10.22% | — | May 2011 | BRIAX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 68 | 10.20% | — | Dec 1991 | BRIAX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 33 | 3.44% | — | Aug 2005 | BRIAX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 50 | 8.40% | — | Jul 2010 | BRIAX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 54 | 35.79% | — | Apr 2000 | BRIAX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 74 | 6.66% | — | Oct 2007 | BRIAX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 67 | 11.96% | — | Sep 1999 | BRIAX vs FAMRX |
Often Compared With BRIAX
Investors most often compare BRIAX with FBALX, FVTKX, FCQTX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare BRIAX with Any Fund or Stock
Compare BRIAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BRIAX with funds that move differently
BlackRock Retirement Income 2030 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BRIAX.
Explore BRIAX Diversifiers