Morningstar

BlackRock Health Sciences Opps K SHSKX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 77.02  /  −0.76 %
  • Total Assets 8.5 Bil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Health
  • Investment Style Large Growth
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 0.49%
  • Turnover 27%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 12:33 AM GMT+0

Morningstar’s Analysis SHSKX

Will SHSKX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SHSKX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SHSKX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SHSKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

BlackRock Health Sciences Opps K’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SHSKX

More SHSKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

UnitedHealth Group Inc

9.31 787.1 Mil
Healthcare

Eli Lilly and Co

8.48 716.8 Mil
Healthcare

Boston Scientific Corp

5.35 452.2 Mil
Healthcare

Amgen Inc

4.06 342.8 Mil
Healthcare

Thermo Fisher Scientific Inc

3.75 317.3 Mil
Healthcare

Danaher Corp

3.56 301.1 Mil
Healthcare

AbbVie Inc

3.27 276.4 Mil
Healthcare

BlackRock Liquidity T-Fund Instl

3.26 275.2 Mil
Cash and Equivalents

Intuitive Surgical Inc

3.19 270.0 Mil
Healthcare

Elevance Health Inc

2.95 249.6 Mil
Healthcare

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