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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: $15.39 on 12/19/2014, Change: +0.02 (0.13%)

 

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

Fund Manager Information

Fund Manager Tenure: 14.6 years
Similar Funds: BGSAX  BGSBX  BGSCX  BGSRX 
Fund Family: BlackRock
Fund Category: Technology
Fund Performance: Nov 29, 2014
Fundmojo Fund Grade: C (Score: 0.51)     (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 Nov 29, 2014

  • BlackRock Science & Technology Opp Instl Fund (BGSIX) management has been with BlackRock Science & Technology Opp Instl Fund for 14.6 years
  • BlackRock Science & Technology Opp Instl Fund (BGSIX) has good mid-term performance (3-year return 18.27% vs 18.02% Technology category median performance)
  • BlackRock Science & Technology Opp Instl Fund (BGSIX) ratio of up-years vs down years is greater than 2
  • 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 an annual stock turnover rate of 99.00% vs Technology average of 107.43%. 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: 1.29% vs 1.51%
  • 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 Nov 29, 2014

  • BlackRock Science & Technology Opp Instl Fund (BGSIX) has a less-than-ideal short-term performance (1-year return 15.70% vs 17.68% Technology category median performance)
  • BlackRock Science & Technology Opp Instl Fund (BGSIX) has a less-than-ideal Long-term performance (5-year return 14.25% vs 15.53% 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) 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 15.27 that is higher than category average of 14.25
  • 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 Nov 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 Instl9.5315.7018.2714.25
Columbia Global Technology Growth A (CTCAX)18.0324.8425.0618.39Compare
Fidelity Advisor Electronics A (FELAX)31.9840.5022.4817.64Compare
Ivy Science & Technology A (WSTAX)5.1010.4026.4218.11Compare

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 Technology (PTF)7.55%9.89%18.09%
SPDR S&P Software & Services ETF (XSW)0.64%8.56%18.68%
Semiconductor HOLDRs (SMH)30.92%37.02%NaN
PowerShares Dynamic Semiconductors (PSI)30.86%36.35%21.76%
SPDR S&P Semiconductor (XSD)24.32%30.72%19.18%

 

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
11/2014$225.43M
10/2014$220.74M
09/2014$212.03M
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
10/20141.94%93.24%0%2.22%
09/20144.78%90.35%0%2.13%
08/20141.1%94.2%0%2.08%
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

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%]

Sep 29, 2014
Apple Inc. [9.22%]
Microsoft Corporation [3.5%]
Facebook, Inc. [3.25%]
Google Inc. [2.69%]
Google Inc. [2.67%]
Intel Corporation [2.64%]
Visa Inc. [2.26%]
Baidu, Inc. [2.26%]
TENCENT HOLDINGS LTD [2.18%]
Alliance Data Systems Corporati [2.15%]

Aug 30, 2014
Apple Inc. [8.9%]
Microsoft Corporation [3.31%]
Facebook, Inc. [2.96%]
Google Inc. [2.57%]
TENCENT HOLDINGS LTD [2.56%]
Google Inc. [2.55%]
Intel Corporation [2.55%]
Euronet Worldwide, Inc. [2.44%]
Alliance Data Systems Corporati [2.37%]
Baidu, Inc. [2.31%]
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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