Equity

SHSSX

Health Sciences Opportunities Fund

Overview

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Performance

Performance

  • Returns

  1y 3y 5y 10y Incept. Performance data for certain classes of shares of certain funds are based on pre-class inception information dating back to an older class of fund shares. This information may be considered when assessing a fund's performance, but it does not represent actual performance of these classes of shares. The inception date noted under Key Fund Facts is the date the class of shares was incepted. See fund prospectus or fact sheet for details.
13.39 6.02 15.85 14.22 15.27
Benchmark (%) Index: Russell 3000 HealthCare Index.<br /><br /> Index returns are for illustrative purposes only. Index performance returns do not reflect any management fees, transaction costs or expenses. Indexes are unmanaged and one cannot invest directly in an index. Past performance does not guarantee future results. 12.73 5.66 14.49 12.83 8.26
Morningstar Category Avg. (%) Health 14.27 3.19 14.29 13.26 -
Morningstar Ranking Rankings are based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 56/144 19/128 37/120 28/97 -
Morningstar Quartile Rankings based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 2 1 2 2 -
Lipper Category Avg. (%) Health/Biotech Funds 14.95 3.33 15.09 13.83 -
Lipper Ranking Rankings are based on total return excluding sales charges. 51/98 19/84 25/77 27/62 -
Lipper Quartile Rankings are based on total return excluding sales charges. 3 1 2 2 -
  YTD 1m 3m 1y 3y 5y 10y Incept. Performance data for certain classes of shares of certain funds are based on pre-class inception information dating back to an older class of fund shares. This information may be considered when assessing a fund's performance, but it does not represent actual performance of these classes of shares. The inception date noted under Key Fund Facts is the date the class of shares was incepted. See fund prospectus or fact sheet for details.
0.10 -1.84 0.10 13.39 19.15 108.65 277.80 1,241.73
Benchmark (%) Index: Russell 3000 HealthCare Index.<br /><br /> Index returns are for illustrative purposes only. Index performance returns do not reflect any management fees, transaction costs or expenses. Indexes are unmanaged and one cannot invest directly in an index. Past performance does not guarantee future results. -0.30 -2.55 -0.30 12.73 17.95 96.76 234.37 326.42
Morningstar Category Avg. (%) Health 1.63 -1.55 1.63 14.27 9.87 95.04 247.20 -
Lipper Category Avg. (%) Health/Biotech Funds 1.39 -1.89 1.39 14.95 11.05 103.27 272.25 -
The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted.

Growth of Hypothetical $10,000 The growth of hypothetical $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains. Fund expenses, including management fees and other expenses were deducted.

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Distributions

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Key Facts

Key Facts

Size of Class (Millions) as of Apr 20, 2018 $2,319.0 M
Size of Fund (Millions) as of Apr 20, 2018 $6,008.8 M
Share Class launch date Oct 16, 2000
Asset Class Equity
Morningstar Category Health
Lipper Classification Health/Biotech Funds
Benchmark Index Russell 3000 HealthCare Index
CUSIP 091937540
Number of Holdings as of Mar 30, 2018 107
Max Offer Price as of Apr 20, 2018 $57.00
Open to New Investors Yes
Turnover Percent as of Mar 31, 2018 39%

Portfolio Characteristics

Portfolio Characteristics

Average Market Cap (Millions) The average size of the securities the fund invests in. as of Mar 30, 2018 $ 78,160.2 M
R-Squared (3y) as of Mar 31, 2018 96.75
Beta (3y) as of Mar 31, 2018 1.03
Best 3-Month Return Over the Last 3 Years 3 months ending Jul 31, 2015 10.92%
Worst 3-Month Return Over the Last 3 Years 3 months ending Sep 30, 2015 -11.15%
Standard Deviation (3y) as of Mar 31, 2018 14.24
This information must be preceded or accompanied by a current prospectus. For standardized performance, please see the Performance section above.

Ratings

Ratings

Morningstar Rating

4
Overall Morningstar Rating for Health Sciences Opportunities Fund, Class Inst, as of Mar 31, 2018 rated against 128 Health Funds.

Lipper Leader

 
Overall Lipper Leaders ratings based on an equal-weighted average of percentile ranks for each measure over 3-, 5-, and 10-year periods (if applicable) and do not take into account the effects of sales charges for these categories (Consistent Return, Preservation, Total Return, Expense, and Tax Efficiency) as of Mar 31, 2018 out of 84, 11,862, 84, 40 and 84 Funds, respectively in Lipper's Health/Biotech Funds classification.

Holdings

Holdings

as of Mar 30, 2018
Name Weight (%)
UNITEDHEALTH GROUP INC 7.99
PFIZER INC 4.41
ABBOTT LABORATORIES 4.19
STRYKER CORPORATION 3.93
MEDTRONIC PLC 3.92
Name Weight (%)
BOSTON SCIENTIFIC CORPORATION 2.89
CIGNA CORPORATION 2.47
HUMANA INC 2.44
BIOGEN INC 2.33
QUEST DIAGNOSTICS INCORPORATED 2.31

Exposure Breakdowns

Exposure Breakdowns

as of Mar 30, 2018

% of Market Value

Type Fund Benchmark Net
as of Mar 30, 2018

% of Market Value

Type Fund Benchmark Net
as of Mar 30, 2018

% of Market Value

Type Fund Benchmark Net
as of Mar 30, 2018

% of Market Value

Type Fund Benchmark Net
Negative weightings may result from specific circumstances (including timing differences between trade and settle dates of securities purchased by the funds) and/or the use of certain financial instruments, including derivatives, which may be used to gain or reduce market exposure and/or risk management.

Allocations are subject to change.

Portfolio Managers

Portfolio Managers

Erin Xie
Head of the Health Sciences team

  

Portfolio Manager

Literature

Literature

 

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