HSBC Investor Moderate Growth Strategy B
C/O Citi 3435 Stelzer Road Columbus OH 43219-3035
Phone: 800-782-8183
| Category: |
Moderate Allocation |
| Fund Family: |
HSBC |
| Net Assets: |
16.50M |
| Year-to-Date Return: |
8.71% |
| Yield: |
0.88% |
| Morningstar Rating: |
N/A |
| Fund Inception Date: |
01-Feb-05 |
|
Lead Manager since
01-Feb-05 |
|
| No bio. |
| 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 current income. The fund normally allocates assets across the underlying portfolios. It invests 19% of assets in growth portfolio, 18% of assets in value portfolio, 11% of assets in small cap equity portfolio, 15% of assets in international equity portfolio, 26% of assets in core plus fixed income portfolio, 5% of assets in high yield fixed income portfolio and 6% of assets in money market fund. The fund's allocation is heavily weighted towards equity investments, both U.S. and international. |
| Last Dividend
(20-Dec-07):
|
0.02 |
| Last Cap Gain
(20-Dec-07):
|
0.50 |
| Annual Holdings Turnover
|
102.00% |
| Average for Category:
|
68.16% |
|
| Expense |
HSBMX |
Category
Avg |
| Total Expense Ratio: |
2.25%
|
1.11% |
| Max 12b1 Fee: |
0.75%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
5.21% |
| Max Deferred Sales Load: |
4.00%
|
2.74% |
| 3 Yr Expense Projection*: |
$1,036 |
$638 |
| 5 Yr Expense Projection*: |
$1,469 |
$954 |
| 10 Yr Expense Projection*: |
$2,828 |
$1,869 |
|
|
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