Equity

SHSSX

Health Sciences Opportunities Fund

Overview

Loading

Performance

Performance

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. Effective as of May 31, 2018, the performance information for periods prior to the inception date of the share class shows the performance of the Fund’s Investor A Shares. The performance of this share class would be substantially similar to Investor A Shares because this share class and Investor A Shares invest in the same portfolio of securities and performance would only differ to the extent that this share class and Investor A Shares have different expenses. For performance periods prior to May 31, 2018, the performance information for periods prior to the inception date of the share class shows the performance of the Fund’s Investor A Shares, adjusted to reflect the fees and expenses applicable to such share class. See the fund prospectus for more details.

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.

Performance chart data not available for display.
View full chart

Distributions

Interactive chart displaying fund performance. Javascript is required.

View full chart

Key Facts

Key Facts

Size of Class (Millions) as of Aug 05, 2020 $4,939.5 M
Size of Fund (Millions) as of Aug 05, 2020 $9,646.1 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 Jun 30, 2020 118
Max Offer Price as of Aug 05, 2020 $74.91
Open to New Investors Yes
Turnover Percent in the Annual Report as of Jun 30, 2020 41%

Portfolio Characteristics

Portfolio Characteristics

Average Market Cap (Millions) The average size of the securities the fund invests in. as of Jun 30, 2020 $ 100,145.5 M
R-Squared (3y) as of Jul 31, 2020 97.42
Beta (3y) as of Jul 31, 2020 0.94
Best 3-Month Return Over the Last 3 Years 3 months ending Jun 30, 2020 17.54%
Worst 3-Month Return Over the Last 3 Years 3 months ending Mar 31, 2020 -11.49%
Fund Standard Deviation (3y) as of Jul 31, 2020 15.54

This information must be preceded or accompanied by a current prospectus. For standardized performance, please see the Performance section above.

Ratings

Ratings

Morningstar Rating

5
Overall Morningstar Rating for Health Sciences Opportunities Fund, Class Inst, as of Jul 31, 2020 rated against 133 Health Funds based on risk adjusted total return.

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 Jun 30, 2020 out of 94, 12,306, 94, 49 and 94 Funds, respectively in Lipper's Health/Biotech Funds classification.

Holdings

Holdings

as of Jun 30, 2020
Name Weight (%)
UNITEDHEALTH GROUP INC 6.94
ABBOTT LABORATORIES 4.70
JOHNSON & JOHNSON 4.52
THERMO FISHER SCIENTIFIC INC 2.93
AMGEN INC 2.88
Name Weight (%)
BOSTON SCIENTIFIC CORPORATION 2.78
VERTEX PHARMACEUTICALS INCORPORATED 2.57
MEDTRONIC PLC 2.57
HUMANA INC 2.56
ELI LILLY AND COMPANY 2.55

Exposure Breakdowns

Exposure Breakdowns

as of Jun 30, 2020

% of Market Value

Type Fund Benchmark Net
as of Jun 30, 2020

% of Market Value

Type Fund Benchmark Net
as of Jun 30, 2020

% of Market Value

Type Fund Benchmark Net
as of Jun 30, 2020

% 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
Xiang Liu
BlackRock Health Sciences Team
Jeffrey Lee
BlackRock Health Sciences Team
Portfolio Manager

Literature

Literature

 

There are many ways to access BlackRock Funds, learn how you can add them to your portfolio