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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: $14.58 on 7/22/2014, Change: +0.14 (0.97%)

 

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

Fund Manager Information

Fund Manager Tenure: 14.2 years
Similar Funds: BGSAX  BGSBX  BGSCX  BGSRX 
Fund Family: BlackRock
Fund Category: Technology
Fund Performance: Jun 29, 2014
Fundmojo Fund Grade: C (Score: 0.58)     (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 Jun 29, 2014

  • BlackRock Science & Technology Opp Instl Fund (BGSIX) management has been with BlackRock Science & Technology Opp Instl Fund for 14.2 years
  • BlackRock Science & Technology Opp Instl Fund (BGSIX) has good short-term performance (1-year return 40.97% vs 32.28% 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
  • BlackRock Science & Technology Opp Instl Fund (BGSIX) has an annual stock turnover rate of 86.00% vs Technology average of 90.35%. It is good that BlackRock Science & Technology Opp Instl management does not trade extensively for its return.
  • BlackRock Science & Technology Opp Instl Fund (BGSIX) has a lower expense ratio than its Technology average: 1.36% 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 Jun 29, 2014

  • BlackRock Science & Technology Opp Instl Fund (BGSIX) has a less-than-ideal mid-term performance (3-year return 12.20% vs 12.43% Technology category median performance)
  • BlackRock Science & Technology Opp Instl Fund (BGSIX) has a less-than-ideal Long-term performance (5-year return 17.05% vs 18.52% Technology category median performance)
  • BlackRock Science & Technology Opp Instl Fund (BGSIX) is less safe compared to its Technology peers
  • BlackRock Science & Technology Opp Instl Fund (BGSIX) is more volatile than its peers as it has a 3-year Standard Deviation of 18.06 that is higher than category average of 17.12
  • 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 Jun 29, 2014

 

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 Instl3.7740.9712.2017.05
Berkshire Focus (BFOCX)3.4840.2815.8225.36Compare
Columbia Technology A (CTCAX)7.8738.8413.8420.16Compare
Fidelity Advisor Electronics I (FELIX)22.9544.6315.4520.52Compare

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
PowerShares Dynamic Semiconductors (PSI)19.83%42.68%10.95%
SPDR S&P Semiconductor (XSD)23.19%41.62%11.05%
First Trust NASDAQ CEA Smartphone Idx (FONE)14.66%36.08%13.61%
First Trust Technology AlphaDEX (FXL)9.16%33.69%11.54%
Semiconductor HOLDRs (SMH)16.64%33.38%0

 

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
06/2014$216.54M
03/2014$227.50M
02/2014$235.20M
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
05/20140.77%94.23%0%5.01%
02/20146.22%92.32%0%1.47%
01/20145.39%93.67%0%0.94%
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

May 30, 2014
Apple Inc. [7.36%]
Microsoft Corporation [2.75%]
Facebook, Inc. [2.66%]
Alliance Data Systems Corporati [2.61%]
Google Inc. [2.54%]
TENCENT HOLDINGS LTD [2.46%]
21Vianet Group, Inc. [2.44%]
Google Inc. [2.44%]
The Priceline Group Inc. [2.38%]
Visa Inc. [2.33%]

Feb 27, 2014
Google Inc. [4.27%]
Apple Inc. [3.43%]
21Vianet Group, Inc. [3%]
Salesforce.com Inc Common Stock [2.86%]
Facebook, Inc. [2.82%]
The Priceline Group Inc. [2.69%]
Amazon.com, Inc. [2.67%]
Alliance Data Systems Corporati [2.65%]
ServiceNow, Inc. Common Stock [2.35%]
TENCENT HOLDINGS LTD [2.32%]

Jan 30, 2014
Google Inc. [4.65%]
Apple Inc. [3.65%]
Salesforce.com Inc Common Stock [3.11%]
21Vianet Group, Inc. [2.92%]
Facebook, Inc. [2.88%]
Amazon.com, Inc. [2.86%]
Alliance Data Systems Corporati [2.61%]
priceline.com Incorporated [2.55%]
ServiceNow, Inc. Common Stock [2.46%]
Project Oz Prvt [2.4%]
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