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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: $16.77 on 5/27/2016, Change: +0.12 (0.72%)

 

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

Fund Manager Information

Fund Manager Tenure: 16.0 years
Similar Funds: BGSAX  BGSCX  BGSRX 
Fund Family: BlackRock
Fund Category: Technology
Fund Performance: Mar 30, 2016
Fundmojo Fund Grade: B (Score: 0.68)     (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 Mar 30, 2016

  • BlackRock Science & Technology Opp Instl Fund (BGSIX) management has been with BlackRock Science & Technology Opp Instl Fund for 16.0 years
  • BlackRock Science & Technology Opp Instl Fund (BGSIX) has good short-term performance (1-year return 1.80% vs 0.20% Technology category median performance)
  • BlackRock Science & Technology Opp Instl Fund (BGSIX) has good mid-term performance (3-year return 17.35% vs 13.93% 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 87.86%. 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 Mar 30, 2016

  • BlackRock Science & Technology Opp Instl Fund (BGSIX) has a less-than-ideal Long-term performance (5-year return 9.00% vs 9.07% Technology category median performance)
  • BlackRock Science & Technology Opp Instl Fund (BGSIX) is more volatile than its peers as it has a 3-year Standard Deviation of 15.62 that is higher than category average of 15.02
  • 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 Mar 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-3.981.8017.359.00
Columbia Global Technology Growth A (CTCAX)-1.284.6019.7311.65Compare
Fidelity Advisor Electronics A (FELAX)0.97-0.3420.4411.78Compare
Columbia Seligman Global Technology Z (CSGZX)2.417.2918.9111.81Compare

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
Technology Select Sector SPDR ETF (XLK)4.10%9.13%15.75%
iShares North American Tech (IGM)0.26%8.30%16.12%
PowerShares NASDAQ Internet ETF (PNQI)-5.60%7.88%18.89%
SPDR Morgan Stanley Technology ETF (MTK)-2.39%6.05%14.08%
iShares North American Tech-Software (IGV)-2.27%5.76%13.81%

 

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
03/2016$292.06M
02/2016$272.58M
01/2016$283.75M
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
02/20162.16%94.52%0%1.02%
01/20164.52%92.28%0%0.98%
12/20155.57%91.46%0%0.92%
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

Feb 28, 2016
Alphabet Inc. [6.86%]
Apple Inc. [6.72%]
Microsoft Corporation [5.56%]
Facebook, Inc. [4.27%]
Amazon.com, Inc. [3.74%]
TENCENT HOLDINGS LTD [2.62%]
Visa Inc. [2.62%]
Oracle Corporation Common Stock [2.53%]
Project Ride Pfd Prvt [2.15%]
Mastercard Incorporated Common [1.94%]

Jan 30, 2016
Alphabet Inc. [7.08%]
Apple Inc. [6.1%]
Microsoft Corporation [5.47%]
Facebook, Inc. [4.34%]
Amazon.com, Inc. [3.28%]
Visa Inc. [2.56%]
TENCENT HOLDINGS LTD [2.38%]
Project Ride Pfd Prvt [2.22%]
Oracle Corporation Common Stock [2.02%]
Mastercard Incorporated Common [1.81%]

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%]
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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