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

HSBC Opportunity Fund

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HOPBX:US

9.15 USD 0.04 0.44%

As of 09:29:30 ET on 04/17/2014.

Snapshot for HSBC Opportunity Fund (HOPBX)

Year To Date: -0.11% 3-Month: -0.22% 3-Year: +12.05% 52-Week Range: 7.28 - 9.68
1-Month: -3.68% 1-Year: +25.79% 5-Year: +21.60% Beta vs R2500G: 0.99

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  • HOPBX:US 9.15
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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 2014-04-17) 9.15
Assets (M) (on 2014-04-17) 230.32
Fund Leveraged N
Minimum Investment 1,000.00
Minimum Subsequent Investment 100.00

Dividends for HOPBX

Dividend Type Short Term Cap Gain
Dividend Frequency Semi-Anl
Last Dividend Net (on 2013-12-23) 0.02
Dividend Yield (ttm) 14.77

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: 10/31/2013
Name Position Value % of Total
Alliance Data Systems Corp 29,245 6,932,820 3.074%
Northern Institutional Governm 6,563,134 6,563,134 2.910%
ViroPharma Inc 157,970 6,132,395 2.719%
Tesoro Corp 124,510 6,087,294 2.699%
Best Buy Co Inc 118,510 5,072,228 2.249%
Cubist Pharmaceuticals Inc 72,520 4,496,240 1.994%
Mettler-Toledo International I 18,120 4,483,975 1.988%
WESCO International Inc 52,080 4,450,757 1.973%
Alkermes PLC 124,810 4,392,064 1.947%
Rowan Cos Plc 116,860 4,216,309 1.869%

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

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