In healthcare if I went there I would key on BME. Sign up for a Morningstar Premium membership, to view the top investment picks from our 220 independent analysts. Sustainable Rating Methodology Looking for bargains? All times are ET. Morningstar fund analysts’ favorites in this riskier area of the fixed-income market. Find your next great investment and explore picks from our analysts. Morningstar Analyst Rating for Funds Methodology These intermediate-term taxable-bond funds earn Morningstar Analyst Ratings of Gold or Silver. Start a 14-day free trial to Morningstar Premium to unlock our take on DUK. BlackRock Science and Technology Trust II, formerly Blackrock Science & Technology Trust Ii, is a non-diversified, closed-end equity fund. Learn about BSTZ with our data and independent analysis including price, star rating, returns, and top holdings. In a given category of funds, for the author discount seems to have sometimes played a big part in why one fund was chosen over another, but comparative discounts should not be weighed too highly in decision making. Top fund picks for investors seeking higher-quality growth exposure. In a general publication for readers mostly not very familiar with CEFs I realize the author must stay at a high level, but to make informed choices about CEFs one must understand and factor in such aspects, for example, as leverage and return of capital, neither of which is mentioned, and compare total returns for all funds in a given category. Experience matters when investors make decisions about where to put their money, and we have one of the deepest benches of seasoned analysts in the world. I set the bar really high and only 36 funds made the cut. Nasdaq • Aug 12, 2020. One guess is that MGU makes it now rather than UTF because the former is at a much greater discount than the latter. These index funds provide a lot of diversification at a very low cost. Start a 14-day free trial to Morningstar Premium to unlock our take on AVGO. Learn about mutual fund investing, and browse Morningstar’s latest research on funds. All content of the Dow Jones branded indices © S&P Dow Jones Indices LLC 2019 and/or its affiliates. In healthcare if I went there I would key on BME.PCI is of course a gem that despite its run up in price still trades at a materially-higher yield than sibs PDI and PKO and first cousins PTY and PCN. All rights reserved. How the Analyst Ratings Could Change Under the New Approach to Assessing Funds Learn what BSTZ is invested in and evaluate its asset allocation and sector exposure. BlackRock Science and Technology Trust II (BSTZ) Ex-Dividend Date Scheduled for August 13, 2020. MGU is a good global infrastructure CEF with a track record better than most all others in this category, and one I have held in the past, but it has not been as good as UTF, which is not on this list. History casts doubts on the reign of the five biggest companies. BSTZ, and its older sib BST, are excellent global technology funds and I hold both. BSTZ, and its older sib BST, are excellent global technology funds and I hold both. Start your stock-picking here: High-quality companies at a good price. Find your next great investment and explore picks from our analysts. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Get quote details and summary for BlackRock Science and Technology Trust. These funds receive our analysts’ highest ratings: Gold, Silver, or Bronze. However, UTF’s 3-year and 5-year NAV total returns far exceeds that of MGU and even more so all other CEFs in the category, and as well IGF, a benchmark (global infrastructure) ETF (albeit unleveraged). In depth view into BSTZ (BlackRock Science & Technology Trust II) including performance, dividend history, holdings and portfolio stats.
In equity option income, SPXX, which benchmarks to the S&P 500 and has a medium overwrite, is a good fund but in that sub-category I hold ETY and CII, both of which, among other things, have materially-higher 3-year and 5-year NAV total returns. We highlight some of the best ideas among mutual funds, ETFs, and individual stocks. Morningstar Rating for Funds BSTZ is a sister fund to the BlackRock Science and Technology Trust , which has returned 178% over the past five years – 24 percentage points better … We highlight some of the best ideas among mutual funds, ETFs, and individual stocks.
View mutual fund news, mutual fund market and mutual fund interest rates. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time.
These exchange-traded funds have what it takes to win in the long run. Our fixed-income picks for passive enthusiasts. © Copyright 2020 Morningstar, Inc. All rights reserved.
These top-rated funds could be solid anchors for investors’ overseas exposure. BSTZ | A complete BlackRock Science & Technology Trust II mutual fund overview by MarketWatch. Market indices are shown in real time, except for the DJIA, which is delayed by two minutes.
All rights reserved. Chicago Mercantile Association: Certain market data is the property of Chicago Mercantile Exchange Inc. and its licensors. Factset: FactSet Research Systems Inc.2019. RQI PCI NHS SPXX AWF MGU HQH BSTZ MPA BBN TLIThere are some very good funds on the list, provided they are bought at the right valuation in the right macro environment. These 10 "Crisis-Proof" Funds Yield Up to 10% (with 17% upside) Morningstar: © 2019 Morningstar, Inc. All Rights Reserved.
RQI is IMO the best of the leveraged RE CEFs and I held it for many years, and I’m only out now because I sold in 2018 when interest rates seemed to be headed higher for longer and never got back in. Dow Jones: The Dow Jones branded indices are proprietary to and are calculated, distributed and marketed by DJI Opco, a subsidiary of S&P Dow Jones Indices LLC and have been licensed for use to S&P Opco, LLC and CNN.