• Fund Type: Open-End Fund
  • Objective: Growth Mid Cap
  • Asset Class: Equity
  • Geographic Focus: U.S.

HSBC Opportunity Fund

+ Add to Watchlist

HOPBX:US

9.70 USD 0.02 0.21%

As of 09:29:30 ET on 09/18/2014.

Snapshot for HSBC Opportunity Fund (HOPBX)

Year To Date: +5.68% 3-Month: +2.11% 3-Year: +19.27% 52-Week Range: 8.09 - 9.76
1-Month: +3.09% 1-Year: +15.41% 5-Year: +17.42% Beta vs R2500G: 0.97

Mutual Fund Chart for HOPBX

No chart data available.
  • HOPBX:US 9.70
  • 1M
  • 1Y
Interactive HOPBX Chart

Previous Close

No chart data available.
Interactive Chart
  • 1W
  • 1M
  • YTD
  • 1Y
  • 3Y
  • 5Y
Close:
Open:
High:
Low:
Volume:
Recently Viewed Symbols
Save as Watchlist
Saving as watchlist...

Fund Profile & Information for HOPBX

HSBC Opportunity Fund is an open-end fund incorporated in the USA. The Fund's objective is long-term growth of capital. The Portfolio seeks to achieve its investment objective by investing, under normal market conditions, primarily in equity securities of small and mid-cap companies.

Inception Date: 04-16-1999 Telephone: 1-614-470-8000
Managers: WILLIAM A MUGGIA "WILL" / ETHAN J MEYERS
Web Site: www.hsbcinvestorfunds.com

Fundamentals for HOPBX

NAV (on 2014-09-18) 9.70
Assets (M) (on 2014-09-18) 225.01
Fund Leveraged N
Minimum Investment 1,000.00
Minimum Subsequent Investment 100.00

Dividends for HOPBX

Dividend Type Omitted
Dividend Frequency Semi-Anl
Last Dividend Net -
Dividend Yield (ttm) 13.93

Fees & Expenses for HOPBX

Front Load 0.00
Back Load 4.00
Current Mgmt Fee 0.80
Redemption Fee 0.00
12b1 Fee 0.75
Expense Ratio 2.30

Top Fund Holdings for HOPBX

Filing Date: 04/30/2014
Name Position Value % of Total
Cubist Pharmaceuticals Inc 87,640 6,140,058 2.641%
Tesoro Corp 108,110 6,085,512 2.617%
Genesee & Wyoming Inc 56,740 5,617,827 2.416%
CONSOL Energy Inc 122,160 5,437,342 2.339%
Timken Co/The 74,770 4,716,492 2.029%
Jazz Pharmaceuticals PLC 31,935 4,308,032 1.853%
United Rentals Inc 45,480 4,267,388 1.835%
Packaging Corp of America 62,420 4,159,045 1.789%
Hubbell Inc 34,830 4,100,188 1.763%
Jarden Corp 71,725 4,099,084 1.763%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

Sponsored Link
Advertisement
Advertisement
Sponsored Links
Advertisements
sec ||= nil