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BlackRock Technology Opportunities Instl BGSIX

Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 63.08  /  −0.38 %
  • Total Assets 5.3 Bil
  • Adj. Expense Ratio
    0.920%
  • Expense Ratio 0.920%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment 2.0 Mil
  • Status Open
  • TTM Yield
  • Turnover 39%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 11:14 PM GMT+0

Morningstar’s Analysis BGSIX

Will BGSIX outperform in future?

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

Comanager Departs BlackRock Technology Opportunities; Ratings Unchanged

null Stephen Welch

Stephen Welch

Analyst Note

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.

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Portfolio Holdings BGSIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 46.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.99 495.6 Mil
Technology

NVIDIA Corp

9.39 465.9 Mil
Technology

Apple Inc

7.88 390.7 Mil
Technology

Cadence Design Systems Inc

3.48 172.6 Mil
Technology

Broadcom Inc

3.32 164.8 Mil
Technology

Advanced Micro Devices Inc

2.89 143.4 Mil
Technology

ASML Holding NV

2.75 136.5 Mil
Technology

Meta Platforms Inc Class A

2.57 127.4 Mil
Communication Services

Amazon.com Inc

2.28 113.2 Mil
Consumer Cyclical

Mastercard Inc Class A

2.23 110.7 Mil
Financial Services