- What does BGSIX invest in?
- This investment vehicle aims to deliver significant long-term growth in capital. It commits at least 80% of its net assets to equity holdings from technology-focused enterprises, both domestic and foreign, spanning all market capitalizations. These companies are identified based on their potential for rapid and enduring expansion through the development, refinement, and application of technology. The fund's geographic scope extends to both developed and emerging global markets. Predominantly investing in common shares, it may also include preferred stock and convertible securities in its portfolio. Furthermore, the fund is permitted to acquire Rule 144A securities, which are privately placed offerings typically purchased by qualified institutional buyers.
- What is the expense ratio of BGSIX?
- BlackRock Technology Opportunities Fund Institutional Shares (BGSIX) charges an expense ratio of 0.92%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is BGSIX?
- BlackRock Technology Opportunities Fund Institutional Shares (BGSIX) manages $6.07B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is BGSIX actively managed or an index fund?
- BGSIX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was BGSIX launched?
- BlackRock Technology Opportunities Fund Institutional Shares (BGSIX) launched in May 2000 and is managed by BlackRock / iShares.
- How has BGSIX performed?
- BGSIX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
