- What does SHSAX invest in?
- The fund primarily aims to generate significant capital appreciation for investors over an extended timeframe. To achieve this, it commits at least 80% of its overall assets to equity instruments, predominantly common stocks, of companies engaged in the health sciences and related fields. This specialized sector encompasses a broad spectrum of businesses, such as those involved in medical equipment and supplies, healthcare service delivery, advanced biotechnology, and pharmaceutical manufacturing. The portfolio maintains a concentrated investment approach, allocating more than 25% of its holdings to these health sciences and associated industries, and it also retains the flexibility to invest in companies based outside the United States.
- What is the expense ratio of SHSAX?
- BlackRock Health Sciences Opportunities Portfolio Investor A Shares (SHSAX) charges an expense ratio of 1.11%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is SHSAX?
- BlackRock Health Sciences Opportunities Portfolio Investor A Shares (SHSAX) is one share class of a fund that manages $6.44B across all of its share classes (BHSRX, SHISX, SHSCX, SHSKX, SHSSX report the same total). Our data does not carry the assets of this share class alone. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.
- Is SHSAX actively managed or an index fund?
- SHSAX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (SHSAX's is 1.11%) in exchange for the discretion to over- or under-weight positions.
- When was SHSAX launched?
- BlackRock Health Sciences Opportunities Portfolio Investor A Shares (SHSAX) launched in December 1999 and is managed by BlackRock.
- How has SHSAX performed?
- SHSAX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
