Morningstar

BlackRock Technology Opportunities Fund Institutional Shares BGSIX

Morningstar Medalist Rating
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Medalist Rating as of See BlackRock Investment Hub
  • NAV / 1-Day Return $92.36  /  +1.91 %
  • Fund Size $7.5B
  • Adjusted Expense Ratio 0.890%
  • Net Expense Ratio 0.920%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Technology
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $2M
  • Investment Status Open
  • TTM Yield 1.02%
  • Turnover Ratio 57%
NAV and 1-Day Return as of

Morningstar’s Analysis BGSIX

Will BGSIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BGSIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BGSIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BGSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Navigating tech’s next wave with discipline and depth.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

BlackRock Technology Opportunities (including the separate account, the Luxembourg-domiciled BGF World Technology, and iShares Technology Opportunities Active ETF) stands out for its experienced leadership and disciplined framework for navigating the technology landscape, making it an appealing option at the right price.

by Stephen Welch
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Portfolio Holdings BGSIX

More BGSIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 52.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

10.13 818M
Technology

Microsoft Corp

6.62 535M
Technology

Broadcom Inc

5.77 466M
Technology

Apple Inc

4.95 400M
Technology

Advanced Micro Devices Inc

4.95 399M
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

4.79 387M
Technology

Samsung Electronics Co Ltd

4.79 387M
Technology

Lam Research Corp

4.21 340M
Technology

Intel Corp

3.51 283M
Technology

Space Exploration Technologies Corp Class A

2.89 234M
Industrials

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