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 2040 Fund | 0.01% | — | Feb 2001 | BRIAX vs PTDIX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | BRIAX vs LTFIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | BRIAX vs PMTIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | BRIAX vs LTIUX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | BRIAX vs JIEHX |
Best Risk-Adjusted Alternatives to BRIAX
BRIAX has a PortfoliosLab risk / return rank of 41. There are 652 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 87 | — | Dec 2019 | BRIAX vs PADLX | |
| State Street Target Retirement Fund | 86 | — | Sep 2014 | BRIAX vs SSFNX | |
| State Street Target Retirement 2025 Fund | 84 | — | Sep 2014 | BRIAX vs SSBRX | |
| Prudential Day One Income Fund | 83 | — | Dec 2016 | BRIAX vs PDAHX | |
| Dimensional Retirement Income Fund | 81 | — | Nov 2015 | BRIAX vs TDIFX |
Top Performing BRIAX Alternatives (YTD)
BRIAX is at 3.35% YTD. There are 668 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.50%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Flex Freedom Blend 2060 Fund | 13.50% | — | Jun 2017 | BRIAX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 13.45% | — | Jun 2019 | BRIAX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 13.40% | — | Jun 2017 | BRIAX vs FQLSX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.38% | — | Aug 2014 | BRIAX vs FVTKX | |
| Fidelity Freedom® 2070 Fund Class K6 | 13.36% | — | Jun 2024 | BRIAX vs FRBHX |
Lowest Volatility Alternatives to BRIAX
BRIAX has 5.63% 1-year volatility. There are 105 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.33% | — | Nov 2015 | BRIAX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.00% | — | Oct 2009 | BRIAX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.02% | — | Oct 2009 | BRIAX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | 4.15% | — | Aug 2019 | BRIAX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | 4.16% | — | Aug 2019 | BRIAX vs FRKMX |
Lowest Drawdown Alternatives to BRIAX
BRIAX has a 1-year max drawdown of -5.14%. There are 157 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 NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 71 | 21.03% | — | Jan 2000 | BRIAX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 3 | -6.39% | 13.70B | Feb 2004 | BRIAX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 77 | 5.64% | 11.90B | Sep 1994 | BRIAX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 63 | 10.53% | 28.60B | Sep 1994 | BRIAX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 66 | 10.87% | — | Jul 1993 | BRIAX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 26 | 11.44% | — | Sep 2021 | BRIAX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 62 | 12.11% | — | May 2011 | BRIAX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.62% | — | Dec 2012 | BRIAX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 72 | 11.27% | — | Dec 1991 | BRIAX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 69 | 15.25% | — | Jul 2010 | BRIAX vs ASFYX |
Often Compared With BRIAX
Investors most often compare BRIAX with FBALX, LTRIX, FCQTX. These 20 comparison targets span 3 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