- 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 1.09%. 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) manages $5.66B in total assets. 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's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was SHSAX launched?
- BlackRock Health Sciences Opportunities Portfolio Investor A Shares (SHSAX) launched in December 1999 and is managed by BlackRock / iShares.
- 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.
