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BlackRock Science & Technology Opp Instl (BGSIX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock Science & Technology Opp Instl (BGSIX) Fund

    Last Trade: $15.97 on 3/26/2015, Change: -0.03 (-0.19%)

 

Graph of BlackRock Science & Technology Opp Instl Fund (BGSIX) ManagerFund Manager - Thomas Callan

Fund Manager Information

Fund Manager Tenure: 14.9 years
Similar Funds: BGSAX  BGSBX  BGSCX  BGSRX 
Fund Family: BlackRock
Fund Category: Technology
Fund Performance: Feb 27, 2015
Fundmojo Fund Grade: B (Score: 0.62)     (What does this score mean?)

 

Graph of BlackRock Science & Technology Opp Instl Fund (BGSIX) ProfileBlackRock Science & Technology Opp Instl Fund (BGSIX) Profile

Fund Profile and Description

BlackRock Science & Technology Opp Instl Fund seeks long-term capital appreciation. BlackRock Science & Technology Opp Instl Fund normally invests at least 80% of net assets in equity securities issued by science and technology companies in all market capitalization ranges. It invests up to 25% of net assets in stocks of issuers in emerging market countries. BlackRock Science & Technology Opp Instl Fund invests primarily in equity securities of U.S. and non-U.S. companies in all capitalization ranges. It may invest in shares of companies through initial public offerings (IPOs) and in derivative instruments.

 

BlackRock Science & Technology Opp Instl (BGSIX) Fund Strength What we like about BlackRock Science & Technology Opp Instl (BGSIX) Fund

Data for BlackRock Science & Technology Opp Instl Fund (BGSIX) as of Feb 27, 2015

  • BlackRock Science & Technology Opp Instl Fund (BGSIX) management has been with BlackRock Science & Technology Opp Instl Fund for 14.9 years
  • BlackRock Science & Technology Opp Instl Fund (BGSIX) has good mid-term performance (3-year return 16.79% vs 15.49% Technology category median performance)
  • BlackRock Science & Technology Opp Instl Fund (BGSIX) ratio of up-years vs down years is greater than 2
  • BlackRock Science & Technology Opp Instl Fund (BGSIX) has a lower expense ratio than its Technology average: 1.29% vs 1.55%
  • BlackRock Science & Technology Opp Instl Fund (BGSIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

BlackRock Science & Technology Opp Instl Fund (BGSIX) Weakness What we are cautious about BlackRock Science & Technology Opp Instl (BGSIX) Fund

Data for BlackRock Science & Technology Opp Instl Fund (BGSIX) as of Feb 27, 2015

  • BlackRock Science & Technology Opp Instl Fund (BGSIX) has a less-than-ideal short-term performance (1-year return 6.03% vs 10.60% Technology category median performance)
  • BlackRock Science & Technology Opp Instl Fund (BGSIX) has a less-than-ideal Long-term performance (5-year return 14.55% vs 15.84% Technology category median performance)
  • BlackRock Science & Technology Opp Instl Fund (BGSIX) has a Morningstar rating of 3 and below
  • BlackRock Science & Technology Opp Instl Fund (BGSIX) has an annual stock turnover rate of 99.00% that is higher than the Technology average of 77.94%. This could mean BlackRock Science & Technology Opp Instl is more nimble, but also signal potential high tax impact and high trading fees
  • BlackRock Science & Technology Opp Instl Fund (BGSIX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.97 that is higher than category average of 13.51
  • As a Technology focused fund, BlackRock Science & Technology Opp Instl Fund (BGSIX) is less diversified and has inherited sector risks associated with the fund
See BlackRock Science & Technology Opp Instl Fund (BGSIX) performance details as of Feb 27, 2015

 

What do you think?

 

Compare BlackRock Science & Technology Opp Instl Fund (BGSIX)Compare with other top Technology category mutual funds

Aadditional top Technology mutual funds for your consideration

FundYear to Date1 Year3 year5 year
BlackRock Science & Technology Opp Instl5.556.0316.7914.55
Columbia Global Technology Growth A (CTCAX)5.3415.8522.2018.80Compare
Fidelity Select IT Services Portfolio (FBSOX)5.8011.1622.6721.14Compare
Ivy Science & Technology A (WSTAX)4.884.7321.7618.50Compare

See top fund managers for Technology Category Funds

 

Compare BlackRock Science & Technology Opp Instl Fund (BGSIX)Compare with Technology category ETFs

Some Technology ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust ISE Cloud Computing (SKYY)4.78%5.77%13.51%
PowerShares Dynamic Semiconductors (PSI)6.01%36.68%21.36%
SPDR S&P Semiconductor (XSD)10.33%32.60%19.73%
Semiconductor HOLDRs (SMH)4.30%32.01%20.13%
SPDR S&P International Technology Sector (IPK)5.48%3.31%10.55%

 

Graph of BlackRock Science & Technology Opp Instl Fund (BGSIX) Net Asset TrackingBlackRock Science & Technology Opp Instl (BGSIX) Fund Net Asset

Track net asset change of BlackRock Science & Technology Opp Instl fund (BGSIX)

DateNet Asset
02/2015$240.04M
01/2015$221.95M
12/2014$225.03M
More historic net asset information on BlackRock Science & Technology Opp Instl Fund (BGSIX)

  

Graph of BlackRock Science & Technology Opp Instl Fund (BGSIX) Portfolio TrackingBlackRock Science & Technology Opp Instl (BGSIX) Fund Portfolio Allocation

Track portfolio allocation change of BlackRock Science & Technology Opp Instl fund (BGSIX)

DateCashStockBondOther
01/20151.22%93.26%0%3.59%
12/20141.02%94.94%0%3%
11/20140.83%94.35%0%2.25%
Click here to see more historic asset allocation information on BlackRock Science & Technology Opp Instl Fund (BGSIX)

 

graph of BlackRock Science & Technology Opp Instl Fund (BGSIX) Top 10 Position TrackingTop 10 Holdings in BlackRock Science & Technology Opp Instl (BGSIX) Fund

Discover what BlackRock Science & Technology Opp Instl Fund (BGSIX) manager is buying

Jan 30, 2015
Apple Inc. [11.37%]
Microsoft Corporation [3.35%]
Facebook, Inc. [3.07%]
TENCENT HOLDINGS LTD [2.43%]
Alliance Data Systems Corporati [2.34%]
Google Inc. [2.29%]
Intel Corporation [2.28%]
Google Inc. [2.28%]
Visa Inc. [2.22%]
Baidu, Inc. [2.13%]

Dec 30, 2014
Apple Inc. [11.68%]
Microsoft Corporation [3.96%]
Facebook, Inc. [3.13%]
Intel Corporation [2.58%]
ALLIANCE DATA SYSTEMS CORPORAT [2.32%]
Visa Inc. [2.25%]
Google Inc. [2.23%]
Google Inc. [2.23%]
Baidu, Inc. [2.21%]
HEWLETT-PACKARD COMPANY [2.2%]

Nov 29, 2014
Apple Inc. [12.8%]
Microsoft Corporation [4.02%]
Facebook, Inc. [3.12%]
Intel Corporation [2.65%]
Baidu, Inc. [2.38%]
Alliance Data Systems Corporati [2.32%]
Google Inc. [2.31%]
Google Inc. [2.3%]
Euronet Worldwide, Inc. [2.29%]
Visa Inc. [2.22%]
Click here for Stock Holding Change Map in BlackRock Science & Technology Opp Instl Fund (BGSIX)

  

Latest News on BlackRock Science & Technology Opp Instl (BGSIX) Fund

See what is happening with BlackRock Science & Technology Opp Instl Fund (BGSIX)

 

BlackRock Science & Technology Opp Instl Fund (BGSIX) Related ResourcesSee more information on BlackRock Science & Technology Opp Instl (BGSIX) Fund

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