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Morningstar

BlackRock Technology Opportunities R BGSRX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 60.65  /  +1.07 %
  • Total Assets 5.5 Bil
  • Adj. Expense Ratio
    1.420%
  • 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 Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 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.

  • 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.

A skilled leader with a differentiated approach.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

Veteran leadership plies a distinctive approach mapping out the growing technology-oriented universe on BlackRock Technology Opportunities and Luxembourg-domiciled BGF World Technology, making it an attractive option at the right price.

by Stephen Welch
Rated on Published on

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Portfolio Holdings BGSRX

More BGSRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

15.15 892.8 Mil
Technology

Microsoft Corp

9.42 554.9 Mil
Technology

Apple Inc

7.41 437.0 Mil
Technology

Broadcom Inc

4.05 238.4 Mil
Technology

Cadence Design Systems Inc

3.19 187.8 Mil
Technology

ASML Holding NV

2.82 166.2 Mil
Technology

Meta Platforms Inc Class A

2.81 165.7 Mil
Communication Services

BlackRock Liquidity T-Fund Instl

2.50 147.2 Mil
Cash and Equivalents

Amazon.com Inc

2.44 143.8 Mil
Consumer Cyclical

Micron Technology Inc

2.18 128.5 Mil
Technology