Equity

BGSIX

Science & Technology Opportunities Fund

Overview

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Performance

Performance

  • Returns

  1y 3y 5y 10y Incept. Performance data for certain classes of shares of certain funds are based on pre-class inception information dating back to an older class of fund shares. This information may be considered when assessing a fund's performance, but it does not represent actual performance of these classes of shares. The inception date noted under Key Fund Facts is the date the class of shares was incepted. See fund prospectus or fact sheet for details.
35.63 21.72 20.96 11.12 5.63
Benchmark (%) Index: MSCI World Information Technology NET USD.<br /><br /> Index returns are for illustrative purposes only. Index performance returns do not reflect any management fees, transaction costs or expenses. Indexes are unmanaged and one cannot invest directly in an index. Past performance does not guarantee future results. 27.88 15.84 16.56 8.64 -
Morningstar Category Avg. (%) Technology 27.03 16.22 17.88 9.64 -
Morningstar Ranking Rankings are based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 22/202 12/185 26/175 28/141 -
Morningstar Quartile Rankings based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 1 1 1 1 -
Lipper Category Avg. (%) Science & Technology Fds 27.96 15.80 17.40 9.41 -
Lipper Ranking Rankings are based on total return excluding sales charges. 17/171 8/149 21/140 22/124 -
Lipper Quartile Rankings are based on total return excluding sales charges. 1 1 1 1 -
  YTD 1m 3m 1y 3y 5y 10y Incept. Performance data for certain classes of shares of certain funds are based on pre-class inception information dating back to an older class of fund shares. This information may be considered when assessing a fund's performance, but it does not represent actual performance of these classes of shares. The inception date noted under Key Fund Facts is the date the class of shares was incepted. See fund prospectus or fact sheet for details.
40.19 2.64 12.26 35.63 80.36 158.92 187.01 159.17
Benchmark (%) Index: MSCI World Information Technology NET USD.<br /><br /> Index returns are for illustrative purposes only. Index performance returns do not reflect any management fees, transaction costs or expenses. Indexes are unmanaged and one cannot invest directly in an index. Past performance does not guarantee future results. 27.61 1.07 8.41 27.88 55.44 115.18 129.02 -
Morningstar Category Avg. (%) Technology 27.81 2.08 8.12 27.03 56.98 127.57 150.91 -
Lipper Category Avg. (%) Science & Technology Fds 29.29 1.77 8.86 27.96 56.05 125.33 150.14 -


The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted.

Growth of Hypothetical $10,000 The growth of hypothetical $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains. Fund expenses, including management fees and other expenses were deducted.

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Distributions

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Key Facts

Key Facts

Size of Class (Millions) as of Nov 22, 2017 $215.2 M
Size of Fund (Millions) as of Nov 22, 2017 $657.7 M
Share Class launch date May 15, 2000
Asset Class Equity
Morningstar Category Technology
Lipper Classification Global Science/Tech
Benchmark Index MSCI World Information Technology NET USD
CUSIP 091929612
Number of Holdings as of Oct 31, 2017 102
Max Offer Price as of Nov 22, 2017 $28.64
Open to New Investors Yes
Turnover Percent as of Oct 31, 2017 84%

Portfolio Characteristics

Portfolio Characteristics

Average Market Cap (Millions) The average size of the securities the fund invests in. as of Oct 31, 2017 $226,322.2 M
R-Squared (3y) as of Oct 31, 2017 88.00
Beta (3y) as of Oct 31, 2017 0.92
Best 3-Month Return Over the Last 3 Years 3 months ending Sep 30, 2016 15.68%
Worst 3-Month Return Over the Last 3 Years 3 months ending Feb 29, 2016 -11.02%
Standard Deviation (3y) as of Oct 31, 2017 13.85
This information must be preceded or accompanied by a current prospectus. For standardized performance, please see the Performance section above.

Ratings

Ratings

Morningstar Rating

Overall Morningstar Rating for Science & Technology Opportunities Fund, Class Inst, as of Oct 31, 2017 rated against 186 Technology Funds.

Lipper Leader

 
Overall Lipper Leaders ratings based on an equal-weighted average of percentile ranks for each measure over 3-, 5-, and 10-year periods (if applicable) and do not take into account the effects of sales charges for these categories (Consistent Return, Preservation, Total Return, Expense, and Tax Efficiency) as of Sep 30, 2017 out of 149, 11,917, 149, 62 and 149 Funds, respectively in Lipper's Global Science/Tech classification.

Holdings

Holdings

as of Oct 31, 2017
Name Weight (%)
APPLE INC 5.42
ALPHABET INC 4.96
MICROSOFT CORPORATION 4.46
TENCENT HOLDINGS LTD 3.54
AMAZON.COM INC 3.39
Name Weight (%)
ALIBABA GROUP HOLDING LTD 3.08
FACEBOOK INC 2.63
BAIDU INC 2.07
SALESFORCE.COM INC. 2.00
ASML HOLDING NV 1.73

Exposure Breakdowns

Exposure Breakdowns

as of Oct 31, 2017

% of Market Value

Type Fund Benchmark Net
as of Oct 31, 2017

% of Market Value

Type Fund Benchmark Net
as of Oct 31, 2017

% of Market Value

Type Fund Benchmark Net
as of Oct 31, 2017

% of Market Value

Type Fund Benchmark Net
Negative weightings may result from specific circumstances (including timing differences between trade and settle dates of securities purchased by the funds) and/or the use of certain financial instruments, including derivatives, which may be used to gain or reduce market exposure and/or risk management.

Allocations are subject to change.

Portfolio Managers

Portfolio Managers

Tony Kim
Tony Kim
Portfolio Manager

Literature

Literature

 

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