HSBC Opportunity Fund Class A (HSOAX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap growth
Style or Category
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. The fund seeks to achieve its investment objective by investing- under normal market conditions- primarily in equity securities of small and mid-cap companies. Small and mid-cap companies generally are defined as those companies with market capitalizations within the range represented in the Russell 2500- Growth Index- the fund's broad-based securities market index.


1 month+3.54% 3 years+8.71%
3 months+4.66% 5 years+11.58%
1 year+26.92% Since inception+10.22%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+11.58%+11.94%
Expense ratio5.87%1.21%
Risk 5 year sharpe ratio0.810.98
Net assets$150.8M$1.6B
Average market cap$6.9B$11.9B
Average P/E31.226.0
Portfolio turnover80%80%

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Fund Management and Purchase Info

Fund familyHSBC
Fund manager & tenureWilliam Muggia / 14 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00


U.S. stock95.56%
International stock0.00%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Healthcare 16.25%
Industrial materials 16.15%
Energy 11.17%
Hardware 10.77%
Consumer service 10.06%
Top 10 Holdings
Portfolio weighting
TSS Total System Services Inc2.57%
NKTR Nektar Therapeutics2.51%
CSGP CoStar Group Inc2.25%
LII Lennox International Inc2.12%
BLDR Builders FirstSource Inc2.12%
ESNT Essent Group Ltd2.10%
AVY Avery Dennison Corp1.93%
BYD Boyd Gaming Corp1.92%
JBHT J B Hunt Transport Services Inc1.86%
SUM Summit Materials Inc1.80%