HSBC Investor Opportunity
C/O Citi 3435 Stelzer Rd Columbus OH 43219-3035
Map
Phone: 800-782-8183
| Category: | Mid-Cap Growth | | Fund Family: | HSBC Investments (UK) Ltd | | Net Assets: | 141.49M | | Year-to-Date Return: | -7.60% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Sep-96 |
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William A. Muggia
Lead Manager since
30-Jun-05 | | | Muggia serves as chief investment officer since 2001, responsible for covering Healthcare and Energys ectors. He was executive vice president. |
| Min Initial Investment: | $5,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term growth of capital. The fund invests all of assets in the HSBC Investor Opportunity portfolio which normally invests in equity securities of small cap companies with market capitalizations within the range of market capitalizations represented in the Russell 2500(R) Growth Index. The portfolio may also invest in equity securities of larger, more established companies if they are expected to show increased earnings. |
| Last Dividend
(22-Dec-98):
| 0.03 | | Last Cap Gain
(20-Dec-07):
| 4.97 | | Annual Holdings Turnover
| 69.00% | | Average for Category:
| 117.59% |
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| Expense | RESCX | Category
Avg | | Total Expense Ratio: | 0.96%
| 1.49% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.34% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$328 | $701 | | 5 Yr Expense Projection*: |
$569 | $1,080 | | 10 Yr Expense Projection*: |
$1,259 | $2,122 |
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1.49% Nasdaq 
0.27%
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