HSBC Opportunity Fund Class A (HSOAX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap growth
Style or Category
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. The fund seeks to achieve its investment objective by investing all of its assets in the Portfolio, which has the same investment objective as the fund. It invests, 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 may also invest in equity securities of larger, more established companies and may invest up to 20% of its assets in securities of foreign companies.


1 month-1.82% 3 years+19.75%
3 months-0.79% 5 years+19.35%
1 year+6.91% Since inception+10.65%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+19.35%+14.47%
Expense ratio1.86%1.32%
Risk 5 year sharpe ratio1.071.03
Net assets$19.6M$1.4B
Average market cap$5.0B$9.7B
Average P/E23.925.7
Portfolio turnover66%66%

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Fund Management and Purchase Info

Fund familyHSBC
Fund manager & tenureWilliam Muggia / 11 Years
Minimal initial investment$1,000.00
Minimum IRA investment$250.00


U.S. stock94.01%
International stock1.42%
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
JAZZ Jazz Pharmaceuticals PLC2.60%
PANW Palo Alto Networks Inc2.29%
TSO Tesoro Corp2.16%
JAH Jarden Corp2.09%
CYH Community Health Systems Inc2.02%
GWR Genesee & Wyoming Inc2.01%
NOW ServiceNow Inc1.92%
PKG Packaging Corp of America1.91%
-- 1.90%
MTD Mettler-Toledo International Inc1.89%

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