Morningstar

BlackRock Health Sciences Opportunities Portfolio Institutional Shares SHSSX

Morningstar Medalist Rating
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Medalist Rating as of See BlackRock Investment Hub
  • NAV / 1-Day Return $73.19  /  −0.22 %
  • Fund Size $6.4B
  • Adjusted Expense Ratio 0.860%
  • Net Expense Ratio 0.860%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Health
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $2M
  • Investment Status Open
  • TTM Yield 0.35%
  • Turnover Ratio 49%
NAV and 1-Day Return as of

Morningstar’s Analysis SHSSX

Will SHSSX 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 SHSSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SHSSX 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 SHSSX’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 Instl holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings SHSSX

More SHSSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 54.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Eli Lilly and Co

12.13 760M
Healthcare

Johnson & Johnson

8.13 510M
Healthcare

Merck & Co Inc

5.57 349M
Healthcare

AbbVie Inc

5.27 330M
Healthcare

Thermo Fisher Scientific Inc

4.91 308M
Healthcare

Gilead Sciences Inc

4.24 266M
Healthcare

Amgen Inc

3.97 249M
Healthcare

UnitedHealth Group Inc

3.89 244M
Healthcare

Danaher Corp

3.50 219M
Healthcare

Vertex Pharmaceuticals Inc

3.26 204M
Healthcare

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