HSBC Investor Opportunity A
Columbus, Ohio 43218-2845.
Phone: 800-782-8183
| Category: |
Mid-Cap Growth |
| Fund Family: |
HSBC |
| Net Assets: |
10.03M |
| Year-to-Date Return: |
-3.35% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
23-Sep-96 |
|
Ethan J Meyers
Lead Manager since
28-Feb-06 |
|
| Meyers serves as the senior vice president, responsible for covering Financials & Consumer Services sectors since 2004. He joined Westfield in 1999. Meyers holds the Chartered Financial Analyst designation. |
| 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. The fund invests all of assets in the HSBC Investor Opportunity Portfolio which primarily invests in equity securities of small cap companies. Small cap companies generally are those that have market capitalizations within the range of market capitalizations represented in the Russell 2500 Growth index. The portfolio may invest up to 20% of assets in securities of foreign companies. |
| Last Dividend
(22-Dec-98):
|
0.04 |
| Last Cap Gain
(22-Dec-08):
|
0.43 |
| Annual Holdings Turnover
|
64.91% |
| Average for Category:
|
138.22% |
|
| Expense |
HSOAX |
Category
Avg |
| Total Expense Ratio: |
1.65%
|
1.46% |
| Max 12b1 Fee: |
%
|
N/A |
| Max Front End Sales Load: |
5.00%
|
5.37% |
| Max Deferred Sales Load: |
%
|
2.68% |
| 3 Yr Expense Projection*: |
$1,028 |
$651 |
| 5 Yr Expense Projection*: |
$1,421 |
$1,030 |
| 10 Yr Expense Projection*: |
$2,517 |
$2,053 |
|
|
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