BlackRock Health Sciences Opportunities Portfolio Institutional Shares (SHSSX)

58.74
Net Asset Value
+0.26%
1 Day
+4.61%
Year-to-Date
Overall Morningstar Rating
Health
Style or Category
No Load
Sales Expenses
0.89%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks to provide long-term growth of capital. The fund invests at least 80% of its total assets in equity securities- primarily common stock- of companies in health sciences 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 will concentrate 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.

Performance

1 month+3.31% 3 years+6.13%
3 months+1.33% 5 years+15.74%
1 year+14.01% Since inception+12.97%
Data through --

Peer Comparisonvs. Health

 SHSSXCategory
Performance 5-yr return+15.74%+14.29%
Expense ratio0.89%1.29%
Risk 5 year sharpe ratio1.120.89
Net assets$6.0B$2.9B
Average market cap$41.5B$9.8B
Average P/E25.522.0
Portfolio turnover39%39%

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Fund Management and Purchase Info

Fund familyBlackRock
Fund manager & tenureErin Xie / 14 Years
Minimal initial investment$2,000,000.00
Minimum IRA investment--

Holdings

U.S. stock87.95%
International stock7.80%
Cash3.27%
Fixed income0.98%
Other0.00%
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
UNH UnitedHealth7.98%
PFE Pfizer4.41%
ABT Abbott Laboratories4.19%
SYK Stryker Corp3.93%
MDT Medtronic PLC3.92%
BSX Boston Scientific Corp2.89%
CI Cigna Corp2.47%
HUM Humana Inc2.44%
BIIB Biogen2.33%
DGX Quest Diagnostics Inc2.30%