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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: $14.38 on 2/8/2016, Change: -0.41 (-2.77%)

 

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

Fund Manager Information

Fund Manager Tenure: 15.7 years
Similar Funds: BGSAX  BGSCX  BGSRX 
Fund Family: BlackRock
Fund Category: Technology
Fund Performance: Jan 30, 2016
Fundmojo Fund Grade: A (Score: 0.71)     (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, 2016

  • BlackRock Science & Technology Opp Instl Fund (BGSIX) management has been with BlackRock Science & Technology Opp Instl Fund for 15.7 years
  • BlackRock Science & Technology Opp Instl Fund (BGSIX) has good short-term performance (1-year return 5.04% vs 0.30% Technology category median performance)
  • BlackRock Science & Technology Opp Instl Fund (BGSIX) has good mid-term performance (3-year return 16.57% vs 12.63% Technology category median performance)
  • BlackRock Science & Technology Opp Instl Fund (BGSIX) has good Long-term performance (5-year return 8.76% vs 8.62% 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 78.00% vs Technology average of 80.96%. 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: 1.27% vs 1.45%
  • 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, 2016

  • BlackRock Science & Technology Opp Instl Fund (BGSIX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.92 that is higher than category average of 13.46
  • 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 Jan 30, 2016

 

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-7.375.0416.578.76
Columbia Global Technology Growth A (CTCAX)-7.145.0218.6211.45Compare
Fidelity Select IT Services Portfolio (FBSOX)-5.7810.3416.8315.75Compare
MFS Technology A (MTCAX)-6.188.0314.6011.55Compare

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 Dow Jones Internet ETF (FDN)-11.45%9.88%15.89%
PowerShares NASDAQ Internet ETF (PNQI)-11.48%6.88%16.53%
iShares North American Tech-Software (IGV)-8.58%6.25%12.79%
iShares North American Tech (IGM)-6.77%6.01%14.65%
Technology Select Sector SPDR ETF (XLK)-3.71%5.26%14.04%

 

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
01/2016$283.75M
12/2015$305.49M
11/2015$289.41M
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
12/20155.57%91.46%0%0.92%
11/20152.68%93.8%0%1.63%
10/20153.77%92.63%0%1.68%
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, 2015
Alphabet Inc. [6.28%]
Apple Inc. [5.12%]
Facebook, Inc. [3.76%]
Amazon.com, Inc. [3.24%]
Microsoft Corporation [3.08%]
Visa Inc. [2.47%]
TENCENT HOLDINGS LTD [2.26%]
Project Ride Pfd Prvt [2.06%]
Mastercard Incorporated Common [1.86%]
Oracle Corporation Common Stock [1.51%]

Nov 29, 2015
Alphabet Inc. [6.49%]
Apple Inc. [5.99%]
Facebook, Inc. [3.95%]
Amazon.com, Inc. [3.34%]
Microsoft Corporation [3.14%]
Visa Inc. [2.66%]
TENCENT HOLDINGS LTD [2.41%]
Mastercard Incorporated Common [1.97%]
Project Ride Pfd Prvt [1.89%]
Euronet Worldwide, Inc. [1.69%]

Oct 30, 2015
Alphabet Inc. [6.57%]
Apple Inc. [5.83%]
Facebook, Inc. [4.05%]
Amazon.com, Inc. [3.25%]
Microsoft Corporation [3.18%]
Visa Inc. [2.73%]
TENCENT HOLDINGS LTD [2.4%]
Mastercard Incorporated Common [2.09%]
Project Ride Pfd Prvt [1.98%]
Euronet Worldwide, Inc. [1.83%]
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

  

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