- BlackRock Health Sciences Opportunities Portfolio
BlackRock
- US
- Health/Biotechnology
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
$68.63 ( -0.55 )
52 Week HL
$84.8 - $68.63
Net Assets
$10060 M
Expense Ratio
0.86 %
Sector Allocation
Dec 31, 2020Top 10 Holdings
Mar 22, 2021Company 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
Performance
YTD
-13.1 %
3 Year
2.57%
5 Year
48.6%
Best
61.71%
2003
Worst
-22.93%
2002
Returns +
Quarterly
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | -5.4% | 0.2% | -11.5% | 8.9% | 0.1% | 10.5% | -9.7% | 10.3% | 5.6% | 17.6% | - |
| Q2 | -7.9% | 7.4% | 17.5% | 1.7% | 9.1% | 7.9% | 7.3% | 4.8% | 5.1% | 2.1% | - |
| Q3 | - | 1% | 6.4% | -2.1% | 12.6% | 3.3% | 2.7% | -11.2% | 6.5% | 10.1% | - |
| Q4 | - | 2.6% | 3.5% | 10.6% | -10.4% | 0.6% | -5.4% | 8.3% | 9.3% | 8.1% | - |
Returns +
Monthly
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -9.3% | -1% | 5.3% | -0.2% | -7.9% | - | - | - | - | - | - | - |
| 2021 | 0.1% | -2% | 2.1% | 4.5% | 0.1% | 2.7% | -1.4% | 1.1% | 1.3% | -3.8% | -3.4% | 1.9% |
+
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SHSSX | -13% | 3% | 15% | 21% | 8% | 25% | -6% | 11% | 29% | 45% | 19% |
| S&P 500 | - | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | - |
| Alpha | -13% | -26% | -1% | -8% | 14% | 6% | -14% | 12% | 16% | 16% | 19% |