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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: $16.69 on 6/30/2015, Change: +0.12 (0.72%)

 

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

Fund Manager Information

Fund Manager Tenure: 15.1 years
Similar Funds: BGSAX  BGSCX  BGSRX 
Fund Family: BlackRock
Fund Category: Technology
Fund Performance: May 30, 2015
Fundmojo Fund Grade: B (Score: 0.68)     (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 May 30, 2015

  • BlackRock Science & Technology Opp Instl Fund (BGSIX) management has been with BlackRock Science & Technology Opp Instl Fund for 15.1 years
  • BlackRock Science & Technology Opp Instl Fund (BGSIX) has good short-term performance (1-year return 22.01% vs 15.99% Technology category median performance)
  • BlackRock Science & Technology Opp Instl Fund (BGSIX) has good mid-term performance (3-year return 21.58% vs 20.26% 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 Morningstar rating of 4 and above
  • Asset base in BlackRock Science & Technology Opp Instl Fund (BGSIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • BlackRock Science & Technology Opp Instl Fund (BGSIX) has a lower expense ratio than its Technology average: 1.29% vs 1.50%
  • 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 May 30, 2015

  • BlackRock Science & Technology Opp Instl Fund (BGSIX) has a less-than-ideal Long-term performance (5-year return 15.45% vs 16.18% Technology category median performance)
  • BlackRock Science & Technology Opp Instl Fund (BGSIX) has an annual stock turnover rate of 99.00% that is higher than the Technology average of 88.36%. 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 13.46 that is higher than category average of 11.95
  • 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 May 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 Instl11.1022.0121.5815.45
Columbia Global Technology Growth A (CTCAX)8.5623.2826.1218.36Compare
Fidelity Advisor Electronics A (FELAX)10.1031.2127.9418.14Compare
Ivy Science & Technology A (WSTAX)8.2812.6924.7618.99Compare

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 S&P International Technology Sector (IPK)7.95%5.73%16.71%
PowerShares Dynamic Semiconductors (PSI)13.72%37.54%27.91%
SPDR S&P Semiconductor (XSD)15.60%32.32%29.23%
Semiconductor HOLDRs (SMH)9.50%30.54%26.43%
PowerShares Dynamic Technology (PTF)12.07%28.65%21.26%

 

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
05/2015$255.61M
04/2015$243.74M
03/2015$239.50M
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
03/20152.56%92.45%0%3.21%
01/20151.22%93.26%0%3.59%
12/20141.02%94.94%0%3%
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

Mar 30, 2015
Apple Inc. [11.01%]
Facebook, Inc. [3.42%]
TENCENT HOLDINGS LTD [2.67%]
Visa Inc. [2.28%]
Google Inc. [2.26%]
Google Inc. [2.23%]
Mastercard Incorporated Common [2.16%]
Samsung Electronics Co Ltd [1.8%]
Project Ride Pfd Prvt [1.79%]
Vipshop Holdings Limited Americ [1.72%]

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%]
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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