HSBC Investor Mid Cap I
Columbus, Ohio 43218-2845.
Phone: 800-782-8183
| Category: |
Mid-Cap Growth |
| Fund Family: |
HSBC |
| Net Assets: |
10.26M |
| Year-to-Date Return: |
-2.84% |
| Yield: |
0.43% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
01-Jun-00 |
|
Brian S. Matuszak
Lead Manager since
30-Apr-05 |
|
| Matuszak is a senior equity analyst with Munder Capital Management. He became a equity analyst in April 2002, and was promoted to senior equity analyst in January 2005. From May 2000 to April 2002, Matuszak had been an internal wholesaler at MCM, marketing the Munder Funds and Munder Funds wrap products. Matuszak holds the Chartered Financial Analyst designation. |
| Min Initial Investment: |
$5,000,000 |
| Min Initial Investment, IRA: |
$250 |
| Min Initial Investment, AIP: |
NaN |
| Min Subsequent Investment: |
NaN |
| Min Subsequent Investment, IRA: |
$100 |
| Min Subsequent Investment, AIP: |
N/A |
|
|
|
| The investment seeks long-term capital appreciation. The fund invests at least 80% of assets in equity securities of mid-capitalization companies with market capitalizations within the range of the S&P MidCap 400 index or within the range of companies included in Russell Midcap index. Investments are primarily in domestic common stocks but also may include securities of non-U.S. companies. |
| Last Dividend
(21-Dec-09):
|
0.03 |
| Last Cap Gain
(22-Dec-08):
|
0.44 |
| Annual Holdings Turnover
|
46.49% |
| Average for Category:
|
138.22% |
|
| Expense |
HMCTX |
Category
Avg |
| Total Expense Ratio: |
1.10%
|
1.46% |
| Max 12b1 Fee: |
%
|
N/A |
| Max Front End Sales Load: |
%
|
5.37% |
| Max Deferred Sales Load: |
%
|
2.68% |
| 3 Yr Expense Projection*: |
$443 |
$651 |
| 5 Yr Expense Projection*: |
$798 |
$1,030 |
| 10 Yr Expense Projection*: |
$1,797 |
$2,053 |
|
|
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