Morningstar

BlackRock Health Sciences Opportunities Portfolio Investor A Shares SHSAX

Morningstar Medalist Rating
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Medalist Rating as of See BlackRock Investment Hub
  • NAV / 1-Day Return $64.28  /  +1.73 %
  • Fund Size $6.2B
  • Adjusted Expense Ratio 1.110%
  • Net Expense Ratio 1.100%
  • Fee Level: Distribution Below Average
  • Share Class Type Front Load
  • Morningstar Category Health
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.26%
  • Turnover Ratio 49%
NAV and 1-Day Return as of

Morningstar’s Analysis SHSAX

Will SHSAX outperform in the 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 SHSAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SHSAX 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 SHSAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

BlackRock Health Sciences Opps Inv A holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings SHSAX

More SHSAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 53.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Eli Lilly and Co

11.92 760M
Healthcare

Johnson & Johnson

8.03 512M
Healthcare

Merck & Co Inc

5.56 355M
Healthcare

AbbVie Inc

5.07 323M
Healthcare

Thermo Fisher Scientific Inc

4.41 281M
Healthcare

UnitedHealth Group Inc

4.33 276M
Healthcare

Gilead Sciences Inc

4.09 261M
Healthcare

Amgen Inc

3.98 254M
Healthcare

Vertex Pharmaceuticals Inc

3.33 212M
Healthcare

Abbott Laboratories

2.61 167M
Healthcare

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