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Morningstar

BlackRock Health Sciences Opps Instl SHSSX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 75.99  /  +0.81 %
  • Total Assets 8.3 Bil
  • Adj. Expense Ratio
    0.840%
  • Expense Ratio 0.840%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Health
  • Investment Style Large Blend
  • Min. Initial Investment 2.0 Mil
  • Status Open
  • TTM Yield 0.42%
  • Turnover 29%

USD | NAV as of Jul 06, 2024 | 1-Day Return as of Jul 06, 2024, 1:11 AM GMT+0

Morningstar’s Analysis SHSSX

Will SHSSX 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 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.

BlackRock Health Sciences Opps Instl’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

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SHSSX

More SHSSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Eli Lilly and Co

9.86 820.4 Mil
Healthcare

UnitedHealth Group Inc

7.78 647.8 Mil
Healthcare

Boston Scientific Corp

5.56 462.5 Mil
Healthcare

AbbVie Inc

4.83 402.1 Mil
Healthcare

Merck & Co Inc

4.29 357.4 Mil
Healthcare

Amgen Inc

3.79 315.4 Mil
Healthcare

Thermo Fisher Scientific Inc

3.53 293.8 Mil
Healthcare

Danaher Corp

3.35 279.1 Mil
Healthcare

Elevance Health Inc

3.04 252.6 Mil
Healthcare

Intuitive Surgical Inc

2.93 244.2 Mil
Healthcare