- What does SHSSX invest in?
- This portfolio primarily directs its capital, dedicating a minimum of 80% of its total assets, towards equity holdings—chiefly common shares—of companies operating within the health sciences and closely related sectors. This comprehensive category includes businesses involved in medical equipment and supplies, healthcare service provision, biotechnology, and pharmaceutical research and manufacturing. The fund maintains a focused investment approach, ensuring that more than a quarter (over 25%) of its assets are committed to these health sciences industries. Additionally, it has the flexibility to include investments in companies based outside of the United States.
- What is the expense ratio of SHSSX?
- BlackRock Health Sciences Opportunities Portfolio Institutional Shares (SHSSX) charges an expense ratio of 0.86%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is SHSSX?
- BlackRock Health Sciences Opportunities Portfolio Institutional Shares (SHSSX) is one share class of a fund that manages $6.47B across all of its share classes (BHSRX, SHISX, SHSAX, SHSCX, SHSKX 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 SHSSX actively managed or an index fund?
- SHSSX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (SHSSX's is 0.86%) in exchange for the discretion to over- or under-weight positions.
- When was SHSSX launched?
- BlackRock Health Sciences Opportunities Portfolio Institutional Shares (SHSSX) launched in October 2000 and is managed by BlackRock.
- How has SHSSX performed?
- SHSSX'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.
