HSBC Investor Overseas Equity A
Columbus, Ohio 43218-2845.
Phone: 800-782-8183
| Category: |
Foreign Large Value |
| Fund Family: |
HSBC |
| Net Assets: |
5.51M |
| Year-to-Date Return: |
-5.48% |
| Yield: |
1.76% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
26-Aug-96 |
|
Kevin F. Simms
Lead Manager since
01-Mar-04 |
|
| Simms is a senior vice president and co-chief investment officer of international equities, and director of research of global and international value equities at AllianceBernstein. He has worked in investment management since he joined AllianceBernstein in 1992. From 1992 to 1998, he was a research analyst and director at Sanford C. Bernstein, Bernstein's predecessor firm.Mr.Simms has over 20years of investment experience. |
| Min Initial Investment: |
$1,000 |
| Min Initial Investment, IRA: |
$250 |
| Min Initial Investment, AIP: |
$250 |
| Min Subsequent Investment: |
$100 |
| Min Subsequent Investment, IRA: |
$100 |
| Min Subsequent Investment, AIP: |
$25 |
|
|
|
| The investment seeks long-term growth of capital and future income. The fund investing all of assets in the HSBC Investor International Equity portfolio which normally invests at least 80% of assets in equity securities of companies organized and domiciled in developed nations outside the United States or for which the principal trading market is outside the United States, including Europe, Canada, Australia and the Far East. The Portfolio may invest up to 20% of assets in equity securities of companies in emerging markets. |
| Last Dividend
(21-Dec-09):
|
0.07 |
| Last Cap Gain
(22-Dec-08):
|
3.79 |
| Annual Holdings Turnover
|
58.31% |
| Average for Category:
|
53.94% |
|
| Expense |
HOEAX |
Category
Avg |
| Total Expense Ratio: |
1.81%
|
1.41% |
| Max 12b1 Fee: |
%
|
N/A |
| Max Front End Sales Load: |
5.00%
|
5.33% |
| Max Deferred Sales Load: |
%
|
2.60% |
| 3 Yr Expense Projection*: |
$1,041 |
$691 |
| 5 Yr Expense Projection*: |
$1,431 |
$982 |
| 10 Yr Expense Projection*: |
$2,520 |
$1,965 |
|
|
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