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Morningstar

BlackRock Health Sciences Opps Inv A SHSAX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 64.08  /  0.16 %
  • Total Assets 7.9 Bil
  • Adj. Expense Ratio
    1.090%
  • Expense Ratio 1.090%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Health
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.23%
  • Turnover 29%

USD | NAV as of Dec 06, 2023 | 1-Day Return as of Dec 06, 2023, 11:15 PM GMT+0

Morningstar’s Analysis SHSAX

Will SHSAX 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 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.

BlackRock Health Sciences Opps Inv A’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SHSAX

More SHSAX Holdings
  • Current Portfolio Date
  • Equity Holdings 103
  • Bond Holdings 0
  • Other Holdings 41
  • % Assets in Top 10 Holdings 46.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Eli Lilly and Co

9.67
745,474,009
Healthcare

UnitedHealth Group Inc

9.61
741,067,225
Healthcare

BlackRock Liquidity T-Fund Instl

4.94
380,817,160
Cash and Equivalents

Merck & Co Inc

4.45
342,777,579
Healthcare

Boston Scientific Corp

4.16
320,558,076
Healthcare

Amgen Inc

3.83
295,309,208
Healthcare

AbbVie Inc

3.51
270,474,056
Healthcare

Vertex Pharmaceuticals Inc

3.38
260,175,673
Healthcare

Gilead Sciences Inc

2.78
213,897,564
Healthcare

Elevance Health Inc

2.38
183,477,838
Healthcare