- BlackRock Technology Opportunities Fund
BlackRock
- Global
- Science/Technology
Summary
The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.
The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.
Next, the research team invests in securities issued by U.S. and non-U.S. technology companies.
Technology companies may include software, IT consulting, IT services, interactive home entertainment, interactive media and services, networking equipment, and telecom services,.
Other examples of technology companies would be communications equipment, technology hardware, storage More
Price
Last Close
$42.01 ( -0.01 )
52 Week HL
$73.97 - $42.01
Net Assets
$6850 M
Expense Ratio
1.18 %
Sector Allocation
Dec 31, 2020Top 10 Holdings
Mar 22, 2021Company Name
- Apple Inc
- Microsoft Corporation
- Tesla Inc
- Amazon Com
- Square, Inc.
Holding
- 3.29
- 2.93
- 2.50
- 1.84
- 1.79
Company Name
- Tencent Holdings
- Twilio Inc.
- Lam Research
- PayPal Holdings
- ASML Holding
- Total
Holding
- 1.70
- 1.66
- 1.66
- 1.66
- 1.62
- 20.65%
Manager
Name
Tony Kim
Leadership
Single Manager
Tenure
2003
Advisor
Performance
YTD
-35.7 %
3 Year
16.46%
5 Year
106.77%
Best
78.23%
2020
Worst
-40.02%
2008
Returns +
Quarterly
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | -15.4% | -2.5% | -8.8% | 22.4% | 8.6% | 14.7% | -4% | 5.3% | 1.6% | 5.2% | - |
| Q2 | -22.2% | 10.2% | 44.2% | 5% | 10.1% | 8.9% | 0.6% | 3.5% | 2.1% | 3% | - |
| Q3 | - | 0.9% | 15% | -3.7% | 7.1% | 12.3% | 15.7% | -6.5% | -1.5% | 17.6% | - |
| Q4 | - | -2.9% | 17.8% | 12.1% | -18.4% | 6.7% | -3.3% | 9.5% | 6.6% | 14.6% | - |
Returns +
Monthly
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -19.4% | -4.8% | 10.3% | -16.2% | -9.3% | - | - | - | - | - | - | - |
| 2021 | 2.7% | 0.9% | -5.9% | 4.4% | -2.4% | 8.2% | -2.5% | 3.1% | 0.4% | -1.8% | 2.1% | -6.7% |
+
Annual
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0% | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | 0% |
Alpha
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BGSIX | -36% | 2% | 78% | 42% | 2% | 50% | 8% | 12% | - | 46% | 8% |
| S&P 500 | - | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | - |
| Alpha | -36% | -27% | 63% | 14% | 8% | 31% | -0% | 12% | - | 16% | 8% |