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 Inv A BGSAX
- NAV / 1-Day Return 56.65 / −3.92 %
- Total Assets 5.3 Bil
-
Adj. Expense Ratio
1.170%
- Expense Ratio 1.170%
- Distribution Fee Level Below Average
- Share Class Type Front Load
- Category Technology
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield —
- Turnover 39%
USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 12:20 AM GMT+0
Morningstar’s Analysis BGSAX
Will BGSAX 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 48.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 11.19 | 597.9 Mil | Technology |
Microsoft Corp | 9.63 | 514.6 Mil | Technology |
Apple Inc | 7.10 | 379.5 Mil | Technology |
Broadcom Inc | 3.42 | 182.7 Mil | Technology |
Cadence Design Systems Inc | 3.40 | 181.6 Mil | Technology |
Advanced Micro Devices Inc | 3.08 | 164.7 Mil | Technology |
Meta Platforms Inc Class A | 3.03 | 161.6 Mil | Communication Services |
ASML Holding NV | 2.80 | 149.4 Mil | Technology |
Amazon.com Inc | 2.42 | 129.5 Mil | Consumer Cyclical |
Mastercard Inc Class A | 2.15 | 114.9 Mil | Financial Services |