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HSBC Opportunity Fund

HOPBX:US
NASDAQ GM
6.44
USD
0.00
0.00%
As of 2/16/2018
Fund Type
Open-End Fund
52Wk Range
5.22 - 6.72
1 Yr Return
23.27%
YTD Return
4.21%
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Previous Close
6.44
52Wk Range
5.22 - 6.72
1 Yr Return
23.27%
YTD Return
4.21%
Fund Type
Open-End Fund
Objective
Growth Mid Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 02/16/2018)
6.44
Total Assets (m USD) (on 02/16/2018)
152.366
Inception Date
01/06/1998
Last Dividend (on 12/27/2017)
0.526321
Dividend Indicated Gross Yield
-
Fund Managers
JOHN M MONTGOMERY / D HAMLEN THOMPSON
Front Load Fee
0.00%
Back Load Fee
4.00%
Redemption Fee
0.00%
12b-1 Fee
0.75%
Current Mgmt Fee
0.80%
Expense Ratio
2.40%

Top Fund Holdings

Name Position Value % of Fund
6.40 m 6.40 m 4.70
43.27 k 3.19 m 2.34
19.82 k 3.16 m 2.32
47.09 k 2.95 m 2.16
14.72 k 2.91 m 2.13
92.42 k 2.90 m 2.13
5.63 k 2.89 m 2.12
48.18 k 2.76 m 2.03
50.48 k 2.73 m 2.00
164.74 k 2.64 m 1.93
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