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BlackRock Technology Opportunities R BGSRX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See BlackRock Investment Hub

Morningstar’s Analysis BGSRX

Will BGSRX outperform in 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 BGSRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BGSRX 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 BGSRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Stephen Welch
Published on

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