BlackRock Health Sciences Opportunities Portfolio Institutional Shares (SHSSX)

55.56
Net Asset Value
+0.91%
1 Day
+8.58%
Year-to-Date
Overall Morningstar Rating
Health
Style or Category
No Load
Sales Expenses
0.94%
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 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 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.

Performance

1 month+5.83% 3 years+31.51%
3 months+7.30% 5 years+21.36%
1 year+27.39% Since inception+14.04%
Data through --

Peer Comparisonvs. Health

 SHSSXCategory
Performance 5-yr return+21.36%+21.57%
Expense ratio0.94%1.45%
Risk 5 year sharpe ratio1.641.48
Net assets$5.0B$3.4B
Average market cap$34.8B$35.3B
Average P/E28.926.2
Portfolio turnover57%57%

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Fund Management and Purchase Info

Fund familyBlackRock
Fund manager & tenureErin Xie / 11 Years
Minimal initial investment$2,000,000.00
Minimum IRA investment--

Holdings

U.S. stock82.24%
International stock14.98%
Cash2.03%
Fixed income0.75%
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
CELG Celgene3.70%
BIIB Biogen3.44%
UNH UnitedHealth2.87%
MDT Medtronic PLC2.81%
ALXN Alexion Pharmaceuticals Inc2.76%
AMGN Amgen2.72%
MCK McKesson Corp2.52%
ACT Actavis2.42%
JNJ Johnson & Johnson2.35%
MRK Merck2.28%

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