| 10.33 Net Asset Value | +1.37% 1 Day | +10.13% Year-to-Date | Overall Morningstar Rating |
| Technology Style or Category | No Load Sales Expenses | 2.01% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +8.51% | 3 years | +7.05% | |
| 3 months | +5.19% | 5 years | -- | |
| 1 year | +11.80% | Since inception | +6.12% |
| BGSRX | Category | |
|---|---|---|
| Performance 5-yr return | -- | +7.24% |
| Expense ratio | 2.01% | 1.63% |
| Risk 5 year sharpe ratio | 0.26 | 0.35 |
| Net assets | $147.5M | $503.2M |
| Average market cap | $34.8B | $29.5B |
| Average P/E | 20.3 | 18.6 |
| Portfolio turnover | 320% | 320% |
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| Fund family | BlackRock |
| Fund manager & tenure | Thomas Callan / 12 Years |
| Minimal initial investment | $100.00 |
| Minimum IRA investment | $100.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Hardware | 42.53% |
| Telecommunication | 18.07% |
| Healthcare | 4.54% |
| Consumer service | 3.77% |
| Consumer goods | 2.05% |
| AAPL Apple Inc | 5.93% |
| CSCO Cisco Systems Inc | 5.62% |
| QCOM Qualcomm, Inc. | 4.83% |
| GOOG Google, Inc. Class A | 4.74% |
| CRM Salesforce.com, Inc. | 3.77% |
| IBM International Business Machines Corp | 3.50% |
| EBAY eBay Inc | 3.30% |
| V Visa, Inc. | 2.71% |
| ORCL Oracle Corporation | 2.66% |
| XLNX Xilinx Inc | 2.61% |
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