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HSBC Opportunity Fund

HSOAX:US
NASDAQ GM
9.51
USD
0.02
0.21%
As of 9:29 AM EST 1/23/2017
Fund Type
Open-End Fund
52Wk Range
6.98 - 9.60
1 Yr Return
18.70%
YTD Return
3.37%
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Previous Close
9.53
52Wk Range
6.98 - 9.60
1 Yr Return
18.70%
YTD Return
3.37%
Fund Type
Open-End Fund
Objective
Growth Mid Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 01/23/2017)
9.51
Total Assets (m USD) (on 01/23/2017)
149.192
Inception Date
09/23/1996
Last Dividend (on 12/22/2016)
1.303836
Dividend Indicated Gross Yield
-
Fund Managers
JOHN M MONTGOMERY / D HAMLEN THOMPSON
Front Load Fee
5.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
0.00%
Current Mgmt Fee
0.80%
Expense Ratio
1.65%

Top Fund Holdings

Name Position Value % of Fund
5.40 m 5.40 m 3.63
10.42 k 4.21 m 2.83
21.98 k 3.50 m 2.36
49.90 k 3.33 m 2.24
40.71 k 3.28 m 2.20
64.97 k 3.24 m 2.18
52.32 k 3.15 m 2.12
123.47 k 3.10 m 2.08
38.06 k 3.10 m 2.08
95.70 k 3.09 m 2.08
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