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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: $15.00 on 10/31/2014, Change: +0.30 (2.04%)

 

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

Fund Manager Information

Fund Manager Tenure: 14.5 years
Similar Funds: BGSAX  BGSBX  BGSCX  BGSRX 
Fund Family: BlackRock
Fund Category: Technology
Fund Performance: Sep 29, 2014
Fundmojo Fund Grade: D (Score: 0.49)     (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 Sep 29, 2014

  • BlackRock Science & Technology Opp Instl Fund (BGSIX) management has been with BlackRock Science & Technology Opp Instl Fund for 14.5 years
  • BlackRock Science & Technology Opp Instl Fund (BGSIX) has good short-term performance (1-year return 17.11% vs 16.87% 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 an annual stock turnover rate of 86.00% vs Technology average of 110.52%. 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 1.49%
  • 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 Sep 29, 2014

  • BlackRock Science & Technology Opp Instl Fund (BGSIX) has a less-than-ideal mid-term performance (3-year return 18.62% vs 19.57% Technology category median performance)
  • BlackRock Science & Technology Opp Instl Fund (BGSIX) has a less-than-ideal Long-term performance (5-year return 13.03% vs 14.45% 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 16.75 that is higher than category average of 16.24
  • 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 Sep 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 Instl2.2017.1118.6213.03
Columbia Global Technology Growth A (CTCAX)10.8421.9524.4117.20Compare
Fidelity Select IT Services Portfolio (FBSOX)-4.808.3824.4818.64Compare
Ivy Science & Technology A (WSTAX)2.5515.5427.7317.52Compare

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 Networking (PXQ)2.79%8.04%16.37%
SPDR S&P International Technology Sector (IPK)-0.48%7.85%15.07%
PowerShares Dynamic Technology (PTF)-2.24%7.06%18.73%
PowerShares Dynamic Software (PSJ)-1.77%7.00%17.70%
PowerShares Dynamic Semiconductors (PSI)22.42%33.52%24.94%

 

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
09/2014$212.03M
08/2014$219.37M
07/2014$214.43M
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
08/20141.1%94.2%0%2.08%
07/20141.11%93.57%0%2.65%
06/20140.67%94.58%0%2.1%
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

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%]

Jul 30, 2014
Apple Inc. [8.46%]
Microsoft Corporation [3.21%]
Facebook, Inc. [2.91%]
TENCENT HOLDINGS LTD [2.8%]
Google Inc. [2.5%]
Google Inc. [2.5%]
Alliance Data Systems Corporati [2.42%]
Hewlett-Packard Company Common [2.41%]
Intel Corporation [2.41%]
Euronet Worldwide, Inc. [2.38%]

Jun 29, 2014
Apple Inc. [7.27%]
Microsoft Corporation [2.7%]
Facebook, Inc. [2.67%]
Alliance Data Systems Corporati [2.57%]
TENCENT HOLDINGS LTD [2.56%]
21Vianet Group, Inc. [2.54%]
Google Inc. [2.5%]
Google Inc. [2.49%]
Euronet Worldwide, Inc. [2.27%]
Visa Inc. [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

Popular pages on BlackRock Science & Technology Opp Instl (BGSIX) Fund