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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: $16.17 on 2/27/2015, Change: -0.13 (-0.8%)

 

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

Fund Manager Information

Fund Manager Tenure: 14.8 years
Similar Funds: BGSAX  BGSBX  BGSCX  BGSRX 
Fund Family: BlackRock
Fund Category: Technology
Fund Performance: Jan 30, 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 Jan 30, 2015

  • BlackRock Science & Technology Opp Instl Fund (BGSIX) management has been with BlackRock Science & Technology Opp Instl Fund for 14.8 years
  • BlackRock Science & Technology Opp Instl Fund (BGSIX) has good mid-term performance (3-year return 16.61% vs 15.11% 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 Jan 30, 2015

  • BlackRock Science & Technology Opp Instl Fund (BGSIX) has a less-than-ideal short-term performance (1-year return 6.42% vs 7.89% Technology category median performance)
  • BlackRock Science & Technology Opp Instl Fund (BGSIX) has a less-than-ideal Long-term performance (5-year return 13.92% vs 15.14% 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 14.91 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
  • Asset base in BlackRock Science & Technology Opp Instl Fund (BGSIX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See BlackRock Science & Technology Opp Instl Fund (BGSIX) performance details as of Jan 30, 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 Instl-1.576.4216.6113.92
Columbia Global Technology Growth A (CTCAX)-2.5014.3821.9218.07Compare
Fidelity Advisor Electronics I (FELIX)-1.9034.1918.7317.85Compare
Ivy Science & Technology A (WSTAX)-2.741.9622.1917.02Compare

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
SPDR Morgan Stanley Technology (MTK)-4.87%9.57%16.05%
iShares S&P North Amer Tech-Software (IGV)-3.53%9.40%15.15%
PowerShares Dynamic Software (PSJ)-3.00%7.18%16.35%
SPDR S&P International Technology Sector (IPK)0.61%5.69%11.54%
iShares S&P North Amer Tech-Multimd Ntwk (IGN)-5.90%5.23%7.03%

 

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
01/2015$221.95M
12/2014$225.03M
11/2014$225.43M
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
12/20141.02%94.94%0%3%
11/20140.83%94.35%0%2.25%
10/20141.94%93.24%0%2.22%
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

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%]

Oct 30, 2014
Apple Inc. [12.47%]
Microsoft Corporation [3.8%]
Facebook, Inc. [3.07%]
Google Inc. [2.49%]
Google Inc. [2.48%]
Intel Corporation [2.47%]
Baidu, Inc. [2.37%]
Alliance Data Systems Corporati [2.35%]
Euronet Worldwide, Inc. [2.29%]
TENCENT HOLDINGS LTD [2.23%]
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

Popular pages on BlackRock Science & Technology Opp Instl (BGSIX) Fund