BlackRock Technology Opportunities Fund Investor A (BGSAX) belongs to the Technology Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BGSAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BGSAX
BGSAX charges 1.20% annually. There are 49 mutual funds in the Technology Equities category with lower expense ratios, going as low as 0.09%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Information Technology Index Fund Admiral... | 0.09% | 170.10B | Mar 2004 | BGSAX vs VITAX | |
| Vanguard Communication Services Index Fund Admiral... | 0.10% | 6.30B | Mar 2005 | BGSAX vs VTCAX | |
| Franklin DynaTech Fund Class R6 | 0.48% | — | Jun 2013 | BGSAX vs FDTRX | |
| Alger AI Enablers & Adopters Z | 0.55% | — | Apr 2024 | BGSAX vs AAIZX | |
| Fidelity Advisor Technology Fund Class Z | 0.59% | — | Oct 2018 | BGSAX vs FIKHX |
Best Risk-Adjusted Alternatives to BGSAX
BGSAX has a PortfoliosLab risk / return rank of 50. There are 46 mutual funds in the Technology Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| ARK Venture Fund | 99 | — | Sep 2022 | BGSAX vs ARKVX | |
| Fidelity Select Tech Hardware Portfolio | 97 | — | Jul 1985 | BGSAX vs FDCPX | |
| Columbia Seligman Technology and Information Fund ... | 95 | — | Jun 1983 | BGSAX vs CCOYX | |
| Columbia Seligman Technology and Information Fund ... | 95 | — | Nov 2001 | BGSAX vs SCMIX | |
| Columbia Seligman Technology and Information Fund | 95 | — | Jun 1983 | BGSAX vs SLMCX |
Top Performing BGSAX Alternatives (YTD)
BGSAX is at 34.57% YTD. There are 25 mutual funds in the Technology Equities category with higher YTD returns, going as high as 78.03%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Select Tech Hardware Portfolio | 78.03% | — | Jul 1985 | BGSAX vs FDCPX | |
| Rydex Electronics Fund | 77.01% | — | Mar 1998 | BGSAX vs RYSIX | |
| Fidelity Advisor Semiconductors Fund Class Z | 69.86% | — | Oct 2018 | BGSAX vs FIKGX | |
| Fidelity Select Semiconductors Portfolio | 69.83% | — | Jul 1985 | BGSAX vs FSELX | |
| Fidelity Advisor Semiconductors Fund Class I | 69.76% | — | Dec 2000 | BGSAX vs FELIX |
Lowest Volatility Alternatives to BGSAX
BGSAX has 29.81% 1-year volatility. There are 54 mutual funds in the Technology Equities category with lower 1-year volatility, going as low as 14.47%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Global Content & Connectivity Fund Class I | 14.47% | — | Nov 1993 | BGSAX vs GTTIX | |
| Towpath Technology Fund | 15.56% | — | Feb 2021 | BGSAX vs TOWTX | |
| Vanguard Communication Services Index Fund Admiral... | 16.09% | 6.30B | Mar 2005 | BGSAX vs VTCAX | |
| Saratoga Technology & Communications Portfolio | 17.86% | — | Oct 1997 | BGSAX vs STPAX | |
| Virtus Artificial Intelligence & Technology Opport... | 19.26% | — | Oct 2019 | BGSAX vs AIO |
Lowest Drawdown Alternatives to BGSAX
BGSAX has a 1-year max drawdown of -18.49%. There are 55 mutual funds in the Technology Equities category with shallower 1-year drawdowns, going as shallow as -8.14%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| ARK Venture Fund | -8.14% | — | Sep 2022 | BGSAX vs ARKVX | |
| Gabelli Global Content & Connectivity Fund Class I | -9.08% | — | Nov 1993 | BGSAX vs GTTIX | |
| Nationwide NYSE Arca Tech 100 Index Fund | -10.18% | — | Jun 1996 | BGSAX vs NWJCX | |
| Black Oak Emerging Technology Fund | -11.04% | — | Dec 2000 | BGSAX vs BOGSX | |
| Virtus Artificial Intelligence & Technology Opport... | -11.42% | — | Oct 2019 | BGSAX vs AIO |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories. AUM among these funds goes as high as $11B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 39 | 15.10% | — | Sep 2021 | BGSAX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 11.33% | — | Jul 1993 | BGSAX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.25% | — | Dec 2012 | BGSAX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 64 | 12.43% | — | May 2011 | BGSAX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 73 | 11.70% | — | Dec 1991 | BGSAX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 51 | 9.56% | — | Jul 2010 | BGSAX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 41 | 5.97% | — | Aug 2005 | BGSAX vs BDJ | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 72 | 6.74% | — | Oct 2007 | BGSAX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 72 | 13.91% | — | Sep 1999 | BGSAX vs FAMRX | |
| Vanguard Tax-Managed Small-Cap Fund Admiral Shares | Small Cap Blend Equities | 68 | 21.86% | 10.70B | Mar 1999 | BGSAX vs VTMSX |
Often Compared With BGSAX
Investors most often compare BGSAX with VGT, QQQ, VOO. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare BGSAX with Any Fund or Stock
Compare BGSAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BGSAX with funds that move differently
BlackRock Technology Opportunities Fund Investor A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BGSAX.
Explore BGSAX Diversifiers