BlackRock Health Sciences Opportunities Portfolio Investor A Shares (SHSAX)

Net Asset Value
1 Day
Overall Morningstar Rating
Style or Category
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks to provide long-term growth of capital. The fund invests at least 80% of total assets in equity securities, primarily common stock, of companies in health science and related industries. The health sciences sector can include companies in health care equipment and supplies, health care providers and services, biotechnology, and pharmaceuticals. It concentrates its investments (i.e., invest more than 25% of its assets) in health sciences or related industries, and may invest in companies located in non-U.S. countries. The fund is non-diversified.


1 month-4.05% 3 years+27.14%
3 months+5.02% 5 years+18.46%
1 year+19.92% Since inception+15.98%
Data through --

Peer Comparisonvs. Health

Performance 5-yr return+18.46%+20.70%
Expense ratio1.22%1.46%
Risk 5 year sharpe ratio1.531.36
Net assets$4.1B$2.9B
Average market cap$31.0B$27.2B
Average P/E27.429.1
Portfolio turnover94%94%

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Fund Management and Purchase Info

Fund familyBlackRock
Fund manager & tenureErin Xie / 11 Years
Minimal initial investment$1,000.00
Minimum IRA investment$1,000.00


U.S. stock85.14%
International stock12.65%
Fixed income0.69%
Top 5 Sectors
Portfolio weighting
Healthcare 93.96%
Hardware 3.72%
Industrial materials 1.20%
Business service 0.00%
Consumer goods 0.00%
Top 10 Holdings
Portfolio weighting
BIIB Biogen Idec Inc3.29%
CELG Celgene Corp3.21%
MRK Merck & Co Inc3.12%
ABBV AbbVie Inc3.03%
JNJ Johnson & Johnson2.75%
ALXN Alexion Pharmaceuticals Inc2.75%
AMGN Amgen Inc2.60%
UNH UnitedHealth Group Inc2.52%
COV Covidien PLC2.45%
ACT Actavis PLC2.22%

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