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 2035 Fund | 0.01% | — | Feb 2008 | BRIAX vs LTIUX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | BRIAX vs PLTZX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | — | Mar 2014 | BRIAX vs JLKYX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | BRIAX vs PLWIX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | BRIAX vs LTSTX |
Best Risk-Adjusted Alternatives to BRIAX
BRIAX has a PortfoliosLab risk / return rank of 50. There are 512 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 86 | — | Dec 2019 | BRIAX vs PADLX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | BRIAX vs FRAMX | |
| State Street Target Retirement Fund | 84 | — | Sep 2014 | BRIAX vs SSFNX | |
| Prudential Day One Income Fund | 83 | — | Dec 2016 | BRIAX vs PDAHX | |
| USAA Target Retirement Income Fund | 82 | — | Jul 2008 | BRIAX vs URINX |
Top Performing BRIAX Alternatives (YTD)
BRIAX is at 3.96% YTD. There are 622 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 1,644,791.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | BRIAX vs FRAMX | |
| USAA Target Retirement 2060 Fund | 13.16% | — | Jul 2013 | BRIAX vs URSIX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.96% | — | Jun 2017 | BRIAX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.92% | — | Jun 2019 | BRIAX vs FDFPX | |
| Fidelity Freedom 2065 Fund Class K6 | 12.91% | — | Jun 2019 | BRIAX vs FFSZX |
Lowest Volatility Alternatives to BRIAX
BRIAX has 5.77% 1-year volatility. There are 81 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.50% | — | Nov 2015 | BRIAX vs TDIFX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | BRIAX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | BRIAX vs FRQIX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | BRIAX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.38% | — | Oct 2009 | BRIAX vs FIKFX |
Lowest Drawdown Alternatives to BRIAX
BRIAX has a 1-year max drawdown of -5.14%. There are 139 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 Advisor Managed Retirement 2010 Fund Clas... | -3.43% | — | Aug 2007 | BRIAX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | -3.44% | — | Aug 2007 | BRIAX vs FRIMX |
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 | 28 | 12.88% | — | Sep 2021 | BRIAX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 57 | 10.73% | — | Jul 1993 | BRIAX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 95 | 11.04% | — | Dec 2012 | BRIAX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 55 | 11.52% | — | May 2011 | BRIAX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 67 | 10.97% | — | Dec 1991 | BRIAX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 50 | 9.95% | — | Jul 2010 | BRIAX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 36 | 6.21% | — | Aug 2005 | BRIAX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 29 | 26.29% | — | Apr 2000 | BRIAX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 73 | 6.93% | — | Oct 2007 | BRIAX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 65 | 12.98% | — | Sep 1999 | BRIAX vs FAMRX |
Often Compared With BRIAX
Investors most often compare BRIAX with FBALX, FVTKX, LTRIX. 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