Equity

BGSRX

Technology Opportunities Fund

Overview

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Performance

Performance

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. The performance information for periods prior to the inception date of the share class is based on the Fund’s Institutional Shares, adjusted to reflect the fees and expenses applicable to such share class. See the fund prospectus for more details.

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 Jul 07, 2020 $35.4 M
Size of Fund (Millions) as of Jul 07, 2020 $4,819.2 M
Share Class launch date Sep 10, 2008
Asset Class Equity
Morningstar Category Technology
Lipper Classification Global Science/Tech
Benchmark Index MSCI All Country World Information Technology- Net Return in USD
CUSIP 091929224
Number of Holdings as of May 29, 2020 111
Max Offer Price as of Jul 07, 2020 $46.74
Open to New Investors Yes
Turnover Percent in the Annual Report as of Jun 30, 2020 33%

Portfolio Characteristics

Portfolio Characteristics

Average Market Cap (Millions) The average size of the securities the fund invests in. as of May 29, 2020 $ 257,756.8 M
R-Squared (3y) as of May 31, 2020 88.20
Beta (3y) as of May 31, 2020 1.06
Best 3-Month Return Over the Last 3 Years 3 months ending Jun 30, 2020 44.03%
Worst 3-Month Return Over the Last 3 Years 3 months ending Dec 31, 2018 -18.36%
Fund Standard Deviation (3y) as of May 31, 2020 21.15

This information must be preceded or accompanied by a current prospectus. For standardized performance, please see the Performance section above.

Ratings

Ratings

Morningstar Rating

5
Overall Morningstar Rating for Technology Opportunities Fund, Class R, as of Jun 30, 2020 rated against 197 Technology Funds based on risk adjusted total return.

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 May 31, 2020 out of 37, 12,347, 37, 24 and 37 Funds, respectively in Lipper's Global Science/Tech classification.

Morningstar Analyst Rating

Morningstar Analyst Rating - Silver
Morningstar has awarded the Fund a Silver medal. Fewer than 10% of US open-end funds hold medalist ratings. (Effective Sep 09, 2019) ‡

Holdings

Holdings

as of May 29, 2020
Name Weight (%)
MICROSOFT CORPORATION 3.91
APPLE INC 3.86
AMAZON.COM INC 2.85
TENCENT HOLDINGS LTD 2.31
ALIBABA GROUP HOLDING LTD 2.31
Name Weight (%)
ALPHABET INC 2.25
PAYPAL HOLDINGS INC 1.87
SALESFORCE.COM INC. 1.67
TWILIO INC 1.67
VISA INC 1.42

Exposure Breakdowns

Exposure Breakdowns

as of May 29, 2020

% of Market Value

Type Fund Benchmark Net
as of May 29, 2020

% of Market Value

Type Fund Benchmark Net
as of May 29, 2020

% of Market Value

Type Fund Benchmark Net
as of May 29, 2020

% 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
Head of Technology Equity Team

Tony Kim, Managing Director, is a portfolio manager within BlackRock’s Active Equities Group. Mr. Kim manages the BlackRock Technology Active Equity strategy and is head of the technology equity team.

Reid Menge
BlackRock Technology Equity Team

Reid Menge, Director, is a member of the Fundamental Active Equity division of BlackRock's Active Equity Group. He is co-portfolio manager for the Technology equity portfolios and responsible for coverage of the technology sector.

Portfolio Manager

Literature

Literature

 

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