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Morningstar

BlackRock Health Sciences Opps Svc SHISX

Morningstar Analyst Rating
Quantitative rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 65.20  /  0.73 %
  • Total Assets 9.0 Bil
  • Adj. Expense Ratio
    1.140%
  • Expense Ratio 1.140%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Health
  • Investment Style Large Growth
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 0.27%
  • Turnover 51%

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 1:41 AM GMT+00:00

Morningstar’s Analysis SHISX

Will SHISX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SHISX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SHISX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of SHISX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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A sound investment process and strong management team underpin BlackRock Health Sciences Opps Svc's Morningstar Quantitative Rating of Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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