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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: $18.76 on 12/9/2016, Change: +0.03 (0.16%)

 

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

Fund Manager Information

Fund Manager Tenure: 16.6 years
Similar Funds: BGSAX  BGSCX  BGSRX 
Fund Family: BlackRock
Fund Category: Technology
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.65)     (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 May 30, 2016

  • BlackRock Science & Technology Opp Instl Fund (BGSIX) management has been with BlackRock Science & Technology Opp Instl Fund for 16.6 years
  • BlackRock Science & Technology Opp Instl Fund (BGSIX) has good short-term performance (1-year return -1.00% vs -1.99% Technology category median performance)
  • BlackRock Science & Technology Opp Instl Fund (BGSIX) has good mid-term performance (3-year return 17.15% vs 13.35% 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
  • 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 78.00% vs Technology average of 81.69%. 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 1.42%
  • 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 May 30, 2016

  • BlackRock Science & Technology Opp Instl Fund (BGSIX) has a less-than-ideal Long-term performance (5-year return 9.49% vs 9.50% Technology category median performance)
  • 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 15.79 that is higher than category average of 15.15
  • 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 May 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-1.46-1.0017.159.49
Columbia Global Technology Growth A (CTCAX)1.593.1819.2411.85Compare
Fidelity Advisor Electronics A (FELAX)5.06-2.3419.8311.26Compare
Columbia Seligman Global Technology Z (CSGZX)1.63-1.8917.3311.27Compare

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
iShares North American Tech-Software (IGV)3.09%6.24%15.80%
PowerShares S&P SmallCap Info Tech ETF (PSCT)7.49%5.76%16.31%
iShares North American Tech (IGM)2.23%5.58%14.88%
SPDR Morgan Stanley Technology ETF (MTK)0.30%4.39%13.37%
Vanguard Information Technology ETF (VGT)1.95%1.19%14.39%

 

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
05/2016$294.70M
03/2016$292.06M
02/2016$272.58M
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
04/20163.82%93.11%0%0.91%
02/20162.16%94.52%0%1.02%
01/20164.52%92.28%0%0.98%
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

Apr 29, 2016
Alphabet Inc. [6.08%]
Microsoft Corporation [5.03%]
Apple Inc. [4.89%]
Amazon.com, Inc. [4.36%]
Facebook, Inc. [3.99%]
TENCENT HOLDINGS LTD [3.34%]
Visa Inc. [2.74%]
Project Ride Pfd Prvt [2.19%]
Alibaba Group Holding Limited A [2.07%]
Mastercard Incorporated Common [2.06%]

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%]
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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