About BGSIX
BlackRock Technology Opportunities Fund Institutional Shares is an open-end mutual fund specializing in technology-focused equity investments. The fund seeks long-term capital appreciation by investing at least 80% of its net assets in equity securities of U.S. and non-U.S. companies spanning all market capitalizations. Its portfolio is selected for companies demonstrating rapid and sustainable growth potential driven by the development, advancement, and use of technology. The fund employs a diversified approach, investing in both developed and emerging markets, and may include common stock, preferred stock, convertible securities, and select privately placed securities. Notable holdings often include major industry leaders such as NVIDIA, Microsoft, Apple, Broadcom, and Meta Platforms, reflecting its emphasis on innovation across information technology and related sectors. Managed by BlackRock Advisors, LLC, the fund is recognized for its disciplined investment process and has a significant presence in the technology mutual fund category, holding a substantial percentage of assets in its top positions and maintaining a moderate portfolio turnover rate.
Fund Family BlackRock
Category Technology
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol BGSIX
Share Class Institutional
Index MSCI All Country World Information Technology NR
BGSIX had a total return of 37.87% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.95%.
