HSBC Investor Mid Cap B
C/O Citi 3435 Stelzer Road Columbus OH 43219-3035
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Phone: 800-782-8183
| Category: | Mid-Cap Growth | | Fund Family: | HSBC Investments (UK) Ltd | | Net Assets: | 3.15M | | Year-to-Date Return: | -13.96% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Jul-93 |
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Tony Y. Dong
Lead Manager since
30-Apr-05 | | | Dong is vice chairman and senior portfolio mananger with MCM, he joined the firm in 1988. Dong joined Munders mid-cap core growth team as a senior portfolio manager in January 2001, and assumed the lead manager role in March 2002. He is also a member of the portfolio management team for Munders mid-cap small-cap blend discipline. Dong joined Munder in 1988 as a portfolio manager for Munders Growth at a Reasonable Price (GARP) investment discipline. Dong 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 |
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| The investment seeks long-term capital appreciation. The fund invests in common or preferred stocks and convertible securities. It may invest 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 400 index. Investments are primarily in domestic common stocks but also may include, to a limited degree, preferred stocks, and convertible securities. |
| Last Dividend
| N/A | | Last Cap Gain
(20-Dec-07):
| 1.23 | | Annual Holdings Turnover
| 66.00% | | Average for Category:
| 117.59% |
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| Expense | HMIBX | Category
Avg | | Total Expense Ratio: | 1.92%
| 1.49% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.34% | | Max Deferred Sales Load: | 4.00%
| 2.67% | | 3 Yr Expense Projection*: |
$934 | $701 | | 5 Yr Expense Projection*: |
$1,282 | $1,080 | | 10 Yr Expense Projection*: |
$2,423 | $2,122 |
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1.49% Nasdaq 
0.27%
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