HSBC Radiant US Smaller Companies I (RESCX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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HSBC Radiant US Smaller Companies I
COLUMBUS OH 43219-3035
3435 STELZER ROAD
HSBC FUNDS
614-470-8000
Management Information
,Lead Manager since June 27, 2022
Kathryn McDonald is co-founder and Head of Investments and Sustainability. Ms. McDonald leads the firm’s ESG and impact research effort with a heavy focus on investment modeling, data vetting and thematic research. Ms. McDonald, who was previously Head of Sustainable Investing at Rosenberg Equities, has over 27 years of investment and research experience, and also chairs the Radiant Investment Forum. She holds a Master of International Management from The American Graduate School of International Management and an undergraduate degree in Economics from Willamette University. Ms. McDonald has been a manager of the Portfolio since June 2022
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategorySmall Growth
Fund FamilyHSBC
Net Assets23.12M
YTD Return7.68%
Yield0.00%
Morningstar Rating★★★★
Inception DateSept 22, 1996
Fund Operations
Last Dividend0.04
Last Cap Gain-21.00
Holdings Turnover103.00%
Average for CategoryN/A
Fees & Expenses
ExpenseRESCXCategory Average
Annual Report Expense Ratio (net)1.45%1.21%
Prospectus Net Expense Ratio1.45%N/A
Prospectus Gross Expense Ratio8.84%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.40%
Max Deferred Sales LoadN/A1.27%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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