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Fund Intelligence | Best Managers | BGSIX Insights | BGSIX Score | BGSIX Performance | BGSIX News | BGSIX Allocation | BGSIX Holdings Change
Fund Intelligence | Best Managers | BGSIX Insights | BGSIX Score | BGSIX Performance | BGSIX News | BGSIX Allocation | BGSIX Holdings Change
BlackRock Science & Technology Opp Instl (BGSIX) Fund Ranking and Research
Ranking, Research and Recommendation of BlackRock Science & Technology Opp Instl (BGSIX) Fund
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Last Trade: $10.47 on 5/22/2013, Change: -0.17 (-1.6%)
Fund Manager - Thomas Callan
Fund Manager Information
Fund Manager Tenure: 13.0 yearsSimilar Funds: BGSAX BGSBX BGSCX BGSRX
Fund Family: BlackRock
Fund Category: Technology
Fund Performance: Jan 30, 2013
Fundmojo Fund Grade: D (Score: 0.49) (What does this score mean?)
BlackRock 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.
What we like about BlackRock Science & Technology Opp Instl (BGSIX) Fund
Data for BlackRock Science & Technology Opp Instl Fund (BGSIX) as of Jan 30, 2013
- BlackRock Science & Technology Opp Instl Fund (BGSIX) management has been with BlackRock Science & Technology Opp Instl Fund for 13.0 years
- BlackRock Science & Technology Opp Instl Fund (BGSIX) has good short-term performance (1-year return 5.15% vs 2.13% 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) is less volatile than its peers as it has a 3-year Standard Deviation of 18.83, lower than category average of 19.75
- BlackRock Science & Technology Opp Instl Fund (BGSIX) has a lower expense ratio than its Technology average: 1.39% vs 1.60%
- 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
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, 2013
- BlackRock Science & Technology Opp Instl Fund (BGSIX) has a less-than-ideal mid-term performance (3-year return 8.36% vs 11.69% Technology category median performance)
- BlackRock Science & Technology Opp Instl Fund (BGSIX) has a less-than-ideal Long-term performance (5-year return 4.62% vs 6.67% 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) has an annual stock turnover rate of 320.00% that is higher than the Technology average of 108.54%. This could mean BlackRock Science & Technology Opp Instl is more nimble, but also signal potential high tax impact and high trading fees
- As a Technology focused fund, BlackRock Science & Technology Opp Instl Fund (BGSIX) is less diversified and has inherited sector risks associated with the fund
Compare with other top Technology category mutual funds
Aadditional top Technology mutual funds for your consideration
| Fund | Year to Date | 1 Year | 3 year | 5 year | |
| BlackRock Science & Technology Opp Instl | 3.52 | 5.15 | 8.36 | 4.62 | |
| HighMark NYSE ArcaTech 100 Indx Fid (PTSFX) | 5.70 | 9.93 | 16.26 | 10.19 | Compare |
| Berkshire Focus (BFOCX) | 2.99 | 4.18 | 20.50 | 13.24 | Compare |
| Fidelity Select IT Services (FBSOX) | 9.33 | 17.22 | 18.32 | 13.88 | Compare |
See top fund managers for Technology Category Funds
Compare with Technology category ETFs
Some Technology ETFs for your consideration
| ETF | Year to Date | One Year | Three Year | SPDR S&P International Technology Sector (IPK) | 1.77% | 9.50% | 5.75% | Focus Morningstar Technology In (FTQ) | 11.99% | 8.29% | 0 | iShares MSCI ACWI ex US Info Tech Index (AXIT) | 5.35% | 8.11% | 0 | PowerShares S&P SmallCap Info Tech (PSCT) | 7.50% | 7.95% | 0 | PowerShares Dynamic Technology (PTF) | 8.17% | 7.04% | 9.06% |
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BlackRock Science & Technology Opp Instl (BGSIX) Fund Net Asset
Track net asset change of BlackRock Science & Technology Opp Instl fund (BGSIX)
| Date | Net Asset |
| 02/2013 | $152.91M |
| 01/2013 | $152.91M |
| 12/2012 | $150.51M |
BlackRock Science & Technology Opp Instl (BGSIX) Fund Portfolio Allocation
Track portfolio allocation change of BlackRock Science & Technology Opp Instl fund (BGSIX)
| Date | Cash | Stock | Bond | Other |
| 01/2013 | 0.6% | 98.16% | 0% | 1.25% |
| 11/2012 | 1.36% | 97.63% | 0% | 1.01% |
| 10/2012 | 3.11% | 96.89% | 0% | 0% |
Top 10 Holdings in BlackRock Science & Technology Opp Instl (BGSIX) Fund
Discover what BlackRock Science & Technology Opp Instl Fund (BGSIX) manager is buying
Cisco Systems, Inc. [5.44%] Google Inc. [5.38%] QUALCOMM Incorporated [4.99%] Salesforce.com Inc Common Stock [3.58%] eBay Inc. [3.35%] International Business Machines [3.28%] Visa Inc. [3.02%] Oracle Corporation [2.81%] Xilinx, Inc. [2.46%] | Cisco Systems, Inc. [4.91%] Google Inc. [4.72%] QUALCOMM Incorporated [4.47%] Visa Inc. [3.78%] Salesforce.com Inc Common Stock [3.21%] eBay Inc. [3.1%] Amazon.com, Inc. [2.98%] Mastercard Incorporated Common [2.46%] International Business Machines [2.43%] | Cisco Systems, Inc. [4.48%] Google Inc. [3.56%] Visa Inc. [3.53%] QUALCOMM Incorporated [3.08%] Salesforce.com Inc Common Stock [3%] eBay Inc. [2.86%] Amazon.com, Inc. [2.78%] International Business Machines [2.5%] Accenture plc. Class A Ordinary [2.42%] |
Latest News on BlackRock Science & Technology Opp Instl (BGSIX) Fund
See what is happening with BlackRock Science & Technology Opp Instl Fund (BGSIX)
See more information on BlackRock Science & Technology Opp Instl (BGSIX) Fund
Popular pages on BlackRock Science & Technology Opp Instl (BGSIX) Fund
- BlackRock Science & Technology Opp Instl (BGSIX) Fund Research and Recommendation
- BlackRock Science & Technology Opp Instl (BGSIX) Fund Performance Data
- BlackRock Science & Technology Opp Instl (BGSIX) Fund Manager Information
- Historic BlackRock Science & Technology Opp Instl (BGSIX) Fund Asset Allocation Report
- Historic BlackRock Science & Technology Opp Instl (BGSIX) Fund Top 10 Holding Tracking
- Historic BlackRock Science & Technology Opp Instl (BGSIX) Fund Asset Under Management Tracking
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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.
