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% | 19.00B | Feb 2004 | SHSSX vs VHCIX | |
| Vanguard Health Care Fund Admiral Shares | 0.27% | 37.00B | Nov 2001 | SHSSX vs VGHAX | |
| Vanguard Health Care Fund Investor Shares | 0.33% | 37.00B | 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 44. There are 29 mutual funds in the Health & Biotech Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Franklin Biotechnology Discovery Fund | 96 | — | Sep 1997 | SHSSX vs FBDIX | |
| Fidelity Advisor Biotechnology Fund Class Z | 94 | — | Oct 2018 | SHSSX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund I Class | 94 | — | Dec 2000 | SHSSX vs FBTIX | |
| Fidelity Advisor Biotechnology Fund Class A | 94 | — | Dec 2000 | SHSSX vs FBTAX | |
| Fidelity Advisor Biotechnology Fund Class M | 94 | — | Dec 2000 | SHSSX vs FBTTX |
Top Performing SHSSX Alternatives (YTD)
SHSSX is at 5.20% YTD. There are 35 mutual funds in the Health & Biotech Equities category with higher YTD returns, going as high as 24.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Biotechnology Fund Class Z | 24.40% | — | Oct 2018 | SHSSX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund I Class | 24.32% | — | Dec 2000 | SHSSX vs FBTIX | |
| Fidelity Advisor Biotechnology Fund Class A | 24.15% | — | Dec 2000 | SHSSX vs FBTAX | |
| Fidelity Advisor Biotechnology Fund Class M | 23.98% | — | Dec 2000 | SHSSX vs FBTTX | |
| Fidelity Advisor Biotechnology Fund Class C | 23.69% | — | Dec 2000 | SHSSX vs FBTCX |
Lowest Volatility Alternatives to SHSSX
SHSSX has 14.94% 1-year volatility. There are 2 mutual funds in the Health & Biotech Equities category with lower 1-year volatility, going as low as 14.13%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Health Care Fund | 14.13% | — | Aug 1989 | SHSSX vs GGHCX | |
| BlackRock Health Sciences Opportunities Portfolio | 14.93% | — | Dec 1999 | SHSSX vs SHSAX | |
| Live Oak Health Sciences Fund | 14.98% | — | Jun 2001 | SHSSX vs LOGSX | |
| Saratoga Health & Biotechnology Fund | 15.04% | — | Jul 1999 | SHSSX vs SHPAX | |
| Putnam Global Health Care Fund | 15.22% | — | May 1982 | SHSSX vs PHSTX |
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 ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 39 | 15.10% | — | Sep 2021 | SHSSX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 11.33% | — | Jul 1993 | SHSSX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.25% | — | Dec 2012 | SHSSX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 64 | 12.43% | — | May 2011 | SHSSX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 73 | 11.70% | — | Dec 1991 | SHSSX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 51 | 9.56% | — | Jul 2010 | SHSSX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 41 | 5.97% | — | Aug 2005 | SHSSX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 50 | 34.57% | — | Apr 2000 | SHSSX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 72 | 6.74% | — | Oct 2007 | SHSSX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 72 | 13.91% | — | Sep 1999 | SHSSX vs FAMRX |
Often Compared With SHSSX
Investors most often compare SHSSX with HGHYX, FSPHX, 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