HSBC Investor Opportunity C
C/O Citi 3435 Stelzer Road Columbus OH 43219-3035
Map
Phone: 800-782-8183
| Category: | Mid-Cap Growth | | Fund Family: | HSBC Investments (UK) Ltd | | Net Assets: | 360.00K | | Year-to-Date Return: | 2.20% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Nov-98 |
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Arthur J Bauernfeind
Lead Manager since
28-Feb-06 | | | Bauernfeind is chairman and chief executive officer responsible for covering Energy, Financials & Industrials sectors. He served as Westfield Capital Management, president, chief operating officer and investment strategist 1990-2001. Bauernfeind 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 growth of capital. The fund invests primarily in equity securities of small cap companies. The portfolio may also invest in bonds, notes, commercial paper, U.S. government securities, and foreign securities. Small cap companies generally are those that have market capitalizations within the range of market capitalizations represented in the Russell 2500 Growth index. |
| Last Dividend
(22-Dec-98):
| 0.04 | | Last Cap Gain
(20-Dec-07):
| 5.16 | | Annual Holdings Turnover
| 69.00% | | Average for Category:
| 115.18% |
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| Expense | HOPCX | Category
Avg | | Total Expense Ratio: | 2.27%
| 1.49% | | Max 12b1 Fee: | 0.75%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.31% | | Max Deferred Sales Load: | 1.00%
| 2.69% | | 3 Yr Expense Projection*: |
$759 | $706 | | 5 Yr Expense Projection*: |
$1,301 | $1,103 | | 10 Yr Expense Projection*: |
$2,782 | $2,162 |
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0.65% Nasdaq 
0.27%
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