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What grade does SHSAX get?

Morningstar rates funds on what they returned. We grade them on where their money sits today: how much of the book overlaps with the converged buys of the top specialist stock pickers.

B

Fundprints Fund Grade · as of 2026-09-01

BlackRock Health Sciences Opportunities Portfolio Investor A Shares

#129 of 440 graded active funds · blend · large segment peer group

The point · specialist footprint

SHSAX puts more of its book behind proven specialists than 78% of graded funds.

Bottom 20%

Bottom 40%

Middle

● Top 40%

Top 20%

beat the S&P in 22% of quarters+3.8 pts/qtr better · 43% beat rate

That has mattered: over the past 2.7 years, funds on this rung beat bottom-rung funds by about 3.8 points per quarter, and beat the S&P in 43% of fund-quarters versus their 22%. The evidence argues this fund earns its seat.

2,825 graded funds · 2.7 years of filings, measured as they were published · evidence, not advice

The grade scores this fund's specialist share — the slice that overlaps what the top 1% of proven funds are building. We ignore index ballast and names outside our edge on purpose: that slice is small, and it's what decides the outcome.

Conviction exposure

32.6%

of the book in specialist-converged names

Late-stage weight

20.3%

of the book in Crowded or Fading names

Active share

95.1%

how far it strays from the index

The best grades have beaten the worst by about +5% a year since we began grading. The gap held in 9 out of 10 months. Measured on filings as they were published, no hindsight.

Inside the book — top names by stage · as of 2026-09-09

Early Conviction
VRTX 2.7%MRNA 0.4%IQV 0.4%+4 locked
Consensus
LLY 12.1%JNJ 8.7%MRK 4.9%+53 locked
Emerging
DHR 2%ABT 2%INSM 0.7%+9 locked
Crowded
BSX 1.6%CVS 0.7%UTHR 0.5%+4 locked
Fading
PFE 2.6%EW 2.5%ISRG 1.9%+24 locked
see the names driving this grade, and how early each one is →
Watch this fund — free →X-ray what's inside →

We email you the day it crosses 50% crowded, and where you stand every month.

Graded monthly from point-in-time filings. A description of where the money sits, not a recommendation. Evidence, not advice.

The read · what to do with it

Support leaving these positions

PFE 2.6% of the fund · Fading

EW 2.5% of the fund · Fading

ISRG 1.9% of the fund · Fading

BSX 1.6% of the fund · Crowded

SYK 1.1% of the fund · Fading

Where it's genuinely early

VRTX 2.7% of the fund · Early Conviction

DHR 2% of the fund · Emerging

ABT 2% of the fund · Emerging

Same family, higher grade

BSTSX · A — BlackRock Technology Opportunities FundBACAX · A — BlackRock Fds, All-Cap Energy & Resources Ptf Investor A Class

Read from today's disclosed book. Evidence, not advice.

The evidence base updates this week.

The specialists — not the whales — are already positioned for what comes next. Stop finding out last.

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