Closed-end funds that invest in technology companies
6 of the 361 U.S. closed-end funds we cover invest in technology companies.
They are run by 5 firms; the largest are BlackRock (2), Columbia Threadneedle (1) and Fundrise (1).
At 2 of them a large investor is pushing for changes.
Yearly costs run from 1.1% to 2.5%.
6 funds
Sort by: name · yearly cost · borrowing · size
- BSTZ - BlackRock Science & Technology Term Trust
Run by BlackRock. Invests in technology companies. Costs 1.4% a year. Borrows 4%. - BST - BlackRock Science & Technology Trust
Run by BlackRock. Invests in technology companies. Costs 1.1% a year. Borrows 3%. - STK - Columbia Seligman Premium Technology Growth Fund
Run by Columbia Threadneedle. Invests in technology companies. Costs 1.1% a year. Does not borrow. - VCX - Fundrise Innovation Fund, LLC
Run by Fundrise. Invests in technology companies. Costs 2.5% a year. Borrows 4%. - NBXG - Neuberger Next Generation Connectivity Fund
Run by Neuberger Berman. Invests in technology companies. Costs 1.4% a year. Does not borrow. - AIO - Virtus Artificial Intelligence & Technology Opportunities Fund
Run by Virtus. Invests in technology companies. Costs 2.3% a year. Borrows 14%.
Details: the same funds as a table
| Fund | Yearly cost | Borrowing | Size |
|---|---|---|---|
| BSTZ - BlackRock Science & Technology Term Trust | 1.4% | 4% | $2.38 billion |
| BST - BlackRock Science & Technology Trust | 1.1% | 3% | $1.89 billion |
| STK - Columbia Seligman Premium Technology Growth Fund | 1.1% | none | $1.02 billion |
| VCX - Fundrise Innovation Fund, LLC | 2.5% | 4% | $777 million |
| NBXG - Neuberger Next Generation Connectivity Fund | 1.4% | none | $1.33 billion |
| AIO - Virtus Artificial Intelligence & Technology Opportunities Fund | 2.3% | 14% | $951 million |