3 / 5 Stars
2 3 2 1 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#16 in Technology
U.S. News evaluated 51 Technology Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 40.19 percent over the past year, 9.87 percent over the past three years, 20.61 percent over the past five years, and 8.18 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||1.6%|
|3 Years (Annualized)||9.9%|
|5 Years (Annualized)||20.6%|
|10 Years (Annualized)||8.2%|
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in equity securities issued by U.S. and non-U.S. science and technology companies in all market capitalization ranges, selected for their rapid and sustainable growth potential from the development, advancement and use of science and/or use of technology. It may invest up to 25% of its net assets in emerging market countries. The fund invests primarily in common stock but may also invest in preferred stock and convertible securities. It may also invest in Rule 144A securities, which are privately placed securities purchased by qualified institutional buyers.
Fees are Low compared to funds in the same category.
BlackRock Science & Technology Opportunities Portfolio has an expense ratio of 1.70 percent.
Risk is Average compared to funds in the same category according to Morningstar.