BRIDX Mutual Fund

BRIDX Mutual Fund

NAV$94.23
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Fund Essentials

Net Assets
$132,097.03
Expense Ratio
1.00%
Dividend Yield (Current)
4.06%
Holdings
3
Inception Date
Jul 31, 2020
Fund Family
BlackRock, Inc. (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+6.21%
1 Year+10.01%
3 Year+7.49%

Asset Allocation

Cash: 0.03%
Other: 99.97%
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Dividend Summary

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Dividend Yield (Current)
4.06%
Frequency
Monthly
Latest Distribution
$0.51
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

BRIDX Mutual Fund Overview

BRIDX Mutual Fund (BlackRock Retirement Income 2040 Fund Investor A) is managed by BlackRock, Inc. (US) with $132,097.03 in net assets. BRIDX expense ratio is 1.00%, holding 3 positions across various sectors. Inception date: 2020-07-31.

BRIDX performance shows a YTD return of 6.21%. The 1-year return is 10.01%. BRIDX dividend yield stands at 4.06%, paid monthly.

BRIDX top holdings include a diversified portfolio. Go to all BRIDX holdings, BRIDX sectors, or BRIDX dividends.

BRIDX can be compared against other funds. Use BRIDX overlap to find shared positions, or BRIDX vs another fund for a side-by-side view. BRIDX alternatives are available via the screener, along with tax-loss harvesting opportunities.