Caroline Tall's tenure on BlackRock Technology Opportunities was short-lived. She joined as a comanager on Sept. 22, 2022, and departed almost a year later. Tall spent more than 13 years working at Fidelity Investments as an analyst and portfolio manager specializing in technology before joining BlackRock. Lead manager Tony Kim and comanager Reid Menge remain. They are adequately resourced with four analysts and an associate. This departure does not alter the strategy's Morningstar Medalist Ratings.
BlackRock Technology Opportunities Svc BSTSX
- NAV / 1-Day Return 59.20 / +0.54 %
- Total Assets 5.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.170%
- Distribution Fee Level Average
- Share Class Type No Load
- Category Technology
- Investment Style Large Growth
- Min. Initial Investment 5,000
- Status Open
- TTM Yield —
- Turnover 39%
USD | NAV as of May 10, 2024 | 1-Day Return as of May 10, 2024, 10:08 PM GMT+0
Morningstar’s Analysis BSTSX
Will BSTSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 49.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
NVIDIA Corp | 12.28 | 655.6 Mil | Technology |
Microsoft Corp | 9.78 | 522.3 Mil | Technology |
Apple Inc | 6.67 | 356.3 Mil | Technology |
Broadcom Inc | 3.53 | 188.4 Mil | Technology |
Cadence Design Systems Inc | 3.48 | 185.8 Mil | Technology |
Meta Platforms Inc Class A | 3.00 | 160.1 Mil | Communication Services |
ASML Holding NV | 2.88 | 153.9 Mil | Technology |
Advanced Micro Devices Inc | 2.84 | 151.8 Mil | Technology |
Amazon.com Inc | 2.48 | 132.2 Mil | Consumer Cyclical |
Mastercard Inc Class A | 2.15 | 114.9 Mil | Financial Services |