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HSBC Opportunity Fund

HOPCX:US
NASDAQ GM
7.13
USD
0.07
0.99%
As of 9:29 AM EDT 5/27/2016
Fund Type
Open-End Fund
52Wk Range
5.62 - 8.30
1 Yr Return
-13.05%
YTD Return
-1.66%
Previous Close
7.06
52Wk Range
5.62 - 8.30
1 Yr Return
-13.58%
YTD Return
-1.66%
Fund Type
Open-End Fund
Objective
Growth Mid Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 05/27/2016)
7.13
Total Assets (m USD) (on 05/27/2016)
244.326
Inception Date
11/04/1998
Last Dividend (on 12/23/2014)
1.920287
Dividend Indicated Gross Yield
-
Fund Managers
JOHN M MONTGOMERY / D HAMLEN THOMPSON
Front Load Fee
0.00%
Back Load Fee
1.00%
Redemption Fee
0.00%
12b-1 Fee
0.75%
Current Mgmt Fee
0.80%
Expense Ratio
2.30%

Top Fund Holdings

Name Position Value % of Fund
9.31 m 9.31 m 3.84
41.77 k 6.29 m 2.60
78.57 k 5.91 m 2.44
16.49 k 5.90 m 2.44
64.21 k 5.43 m 2.24
102.82 k 5.26 m 2.17
541.21 k 5.13 m 2.12
31.50 k 5.02 m 2.07
83.66 k 4.99 m 2.06
147.26 k 4.93 m 2.04
Profile
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.
Address
HSBC Investor Funds
3435 Stelzer Road
Columbus, OH 43219
Phone
1-614-470-8000