BlackRock Health Sciences Opportunities Portfolio Institutional Shares (SHSSX)

Net Asset Value
1 Day
Overall Morningstar Rating
Style or Category
No Load
Sales Expenses
Expense Ratio
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. The fund is non-diversified.


1 month+1.05% 3 years+5.88%
3 months+3.13% 5 years+17.10%
1 year+16.40% Since inception+13.15%
Data through --

Peer Comparisonvs. Health

Performance 5-yr return+17.10%+17.28%
Expense ratio0.89%1.30%
Risk 5 year sharpe ratio1.261.02
Net assets$6.1B$3.1B
Average market cap$43.6B$10.4B
Average P/E24.622.9
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--


U.S. stock89.61%
International stock7.59%
Fixed income0.84%
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 UnitedHealth8.25%
PFE Pfizer4.41%
ABT Abbott Laboratories3.93%
SYK Stryker Corp3.88%
MDT Medtronic PLC3.82%
AMGN Amgen3.00%
CI Cigna Corp2.82%
HUM Humana Inc2.41%
BIIB Biogen2.40%
DGX Quest Diagnostics Inc2.32%