Health Sciences Opportunities Fund Class Institutional (SHSSX) belongs to the Health & Biotech Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SHSSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SHSSX
SHSSX charges 0.84% annually. There are 18 mutual funds in the Health & Biotech Equities category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Health Care Index Fund Admiral Shares | 0.10% | 18.50B | Feb 2004 | SHSSX vs VHCIX | |
| Vanguard Health Care Fund Admiral Shares | 0.25% | 36.80B | Nov 2001 | SHSSX vs VGHAX | |
| Vanguard Health Care Fund Investor Shares | 0.30% | 36.80B | May 1984 | SHSSX vs VGHCX | |
| Fidelity Advisor Health Care Fund Class Z | 0.59% | — | Oct 2018 | SHSSX vs FIKCX | |
| Fidelity Advisor Biotechnology Fund Class Z | 0.61% | — | Oct 2018 | SHSSX vs FIJYX |
Best Risk-Adjusted Alternatives to SHSSX
SHSSX has a PortfoliosLab risk / return rank of 13. There are 28 mutual funds in the Health & Biotech Equities category with higher risk-adjusted ranks, going as high as 82.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Franklin Biotechnology Discovery Fund | 82 | — | Sep 1997 | SHSSX vs FBDIX | |
| Fidelity Select Biotechnology Portfolio | 66 | — | Dec 1985 | SHSSX vs FBIOX | |
| Fidelity Advisor Biotechnology Fund Class Z | 63 | — | Oct 2018 | SHSSX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund I Class | 63 | — | Dec 2000 | SHSSX vs FBTIX | |
| Rydex Biotechnology Fund | 62 | — | Mar 1998 | SHSSX vs RYOIX |
Top Performing SHSSX Alternatives (YTD)
SHSSX is at -5.37% YTD. There are 36 mutual funds in the Health & Biotech Equities category with higher YTD returns, going as high as 6.98%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Select Pharmaceuticals Portfolio | 6.98% | — | Jun 2001 | SHSSX vs FPHAX | |
| Rydex Biotechnology Fund | 3.07% | — | Mar 1998 | SHSSX vs RYOIX | |
| Perkins Discovery Fund | 1.98% | — | Apr 1998 | SHSSX vs PDFDX | |
| Fidelity Select Health Care Services Portfolio | 1.77% | — | Jun 1986 | SHSSX vs FSHCX | |
| Franklin Biotechnology Discovery Fund | 0.59% | — | Sep 1997 | SHSSX vs FBDIX |
Lowest Volatility Alternatives to SHSSX
SHSSX has 13.76% 1-year volatility. There are 2 mutual funds in the Health & Biotech Equities category with lower 1-year volatility, going as low as 13.09%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Health Care Fund | 13.09% | — | Aug 1989 | SHSSX vs GGHCX | |
| BlackRock Health Sciences Opportunities Portfolio | 13.75% | — | Dec 1999 | SHSSX vs SHSAX | |
| Live Oak Health Sciences Fund | 14.04% | — | Jun 2001 | SHSSX vs LOGSX | |
| Putnam Global Health Care Fund | 14.14% | — | May 1982 | SHSSX vs PHSTX | |
| Saratoga Health & Biotechnology Fund | 14.14% | — | Jul 1999 | SHSSX vs SHPAX |
Lowest Drawdown Alternatives to SHSSX
SHSSX has a 1-year max drawdown of -9.83%. There are 19 mutual funds in the Health & Biotech Equities category with shallower 1-year drawdowns, going as shallow as -7.62%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Select Biotechnology Portfolio | -7.62% | — | Dec 1985 | SHSSX vs FBIOX | |
| Live Oak Health Sciences Fund | -8.13% | — | Jun 2001 | SHSSX vs LOGSX | |
| Rydex Biotechnology Fund | -8.43% | — | Mar 1998 | SHSSX vs RYOIX | |
| AlphaCentric LifeSci Healthcare Fund | -8.49% | — | Nov 2019 | SHSSX vs LYFIX | |
| Fidelity Advisor Biotechnology Fund Class Z | -8.88% | — | Oct 2018 | SHSSX vs FIJYX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 75 | 21.38% | — | Jan 2000 | SHSSX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.08% | 13.70B | Feb 2004 | SHSSX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 6.03% | 11.90B | Sep 1994 | SHSSX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.31% | 28.60B | Sep 1994 | SHSSX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.69% | — | Jul 1993 | SHSSX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 28 | 11.23% | — | Sep 2021 | SHSSX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 13.10% | — | May 2011 | SHSSX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.48% | — | Dec 2012 | SHSSX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.93% | — | Dec 1991 | SHSSX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 15.25% | — | Jul 2010 | SHSSX vs ASFYX |
Often Compared With SHSSX
Investors most often compare SHSSX with FSPHX, THISX, BHCHX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare SHSSX with Any Fund or Stock
Compare SHSSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SHSSX with funds that move differently
Health Sciences Opportunities Fund Class Institutional alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SHSSX.
Explore SHSSX Diversifiers