• BlackRock Health Sciences Opportunities Portfolio

BlackRock

  • US
  • Health/Biotechnology

BlackRock Health Sciences Opportunities Portfolio

SHSAX

Summary

The fund seeks capital appreciation in the long term by investing in companies in the United States.

The investment process is driven by fundamental techniques to identify companies in health sciences and related industries.

Then the research team companies in health care equipment and supplies, health care providers and services, biotechnology, and pharmaceuticals as related to the health sciences sector.

The team also focuses on companies involved in the development, production, and distribution or delivery of medical and pharmaceutical products and services and engaged in biotechnology and medical research and development.

In addition, the More

Price

Last Close

$66.48 ( -0.98 )

52 Week HL

$80.09 - $64.59

Net Assets

$10060 M

Expense Ratio

0.86 %

Sector Allocation

Dec 31, 2020

Top 10 Holdings

Mar 22, 2021

Company Name

  • UnitedHealth Group
  • Abbott Laboratories
  • Johnson & Johnson
  • Eli Lilly
  • Medtronic Plc

Holding

  • 6.37
  • 5.36
  • 4.44
  • 3.72
  • 3.28

Company Name

  • Thermo Fisher
  • Cigna Corporation
  • Boston Scientific
  • Amgen Inc
  • Humana Inc
  • Total

Holding

  • 3.17
  • 2.91
  • 2.68
  • 2.62
  • 2.54
  • 37.09%

Manager

Name

Erin Xie

Leadership

Single Manager

Tenure

2003

Advisor

Documents

Prospectus

Annual Reports

Website

Link

Performance

YTD

-11.6 %

3 Year

19.82%

5 Year

34.26%

Best

61.24%
2003

Worst

-23.13%
2002

Returns +
Quarterly

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -6.1% 0.1% -11.5% 8.8% - 10.4% -9.8% 10.2% 5.5% 17.5% -
Q2 -7.6% 7.4% 17.5% 1.7% 9% 7.9% 7.2% 4.7% 5% 2% -
Q3 - 0.9% 6.4% -2.2% 12.5% 3.2% 2.7% -11.2% 6.4% 10.1% -
Q4 - 2% 3.5% 10.5% -10.4% 0.5% -5.4% 8.2% 9.2% 8.1% -

Returns +
Monthly

J F M A M J J A S O N D
2022 -9% -1% 4.3% 2.8% -8.4% - - - - - - -
2021 0.1% -2% 2% 4.5% - 2.7% -1.4% 1.1% 1.3% -3.8% -1.8% -0.3%

+
Annual

    2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
    0%29%16%29%-6%19%8%-1%14%29%0%

Alpha

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
SHSAX -12%2%14%21%8%25%-6%11%-44%18%
S&P 500 -29%16%29%-6%19%8%-1%14%29%-
Alpha -12%-26%-1%-8%14%6%-14%11%-15%18%

SHSAX S&P 500

Chart +