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BlackRock Technology Opportunities R BGSRX

Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 59.83  /  −0.02 %
  • Total Assets 5.4 Bil
  • Adj. Expense Ratio
  • Expense Ratio 1.420%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment 100
  • Status Open
  • TTM Yield
  • Turnover 39%

USD | NAV as of May 21, 2024 | 1-Day Return as of May 21, 2024, 10:13 PM GMT+0

Morningstar’s Analysis BGSRX

Will BGSRX 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 BGSRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 49.5
Top 10 Holdings
% Portfolio Weight
Market Value USD


12.59 626.9 Mil

Microsoft Corp

9.70 483.4 Mil

Apple Inc

7.09 353.4 Mil

Broadcom Inc

3.71 184.8 Mil

Cadence Design Systems Inc

3.30 164.5 Mil

ASML Holding NV

2.85 142.2 Mil

Meta Platforms Inc Class A

2.85 141.9 Mil
Communication Services Inc

2.61 130.2 Mil
Consumer Cyclical

Advanced Micro Devices Inc

2.59 129.2 Mil

Mastercard Inc Class A

2.16 107.7 Mil
Financial Services