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HSBC Opportunity Fund Class I (RESCX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
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+4.42% 3 years+9.37%
3 months+9.39% 5 years+13.58%
1 year+26.48% Since inception+10.68%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+13.58%+12.62%
Expense ratio1.31%1.22%
Risk 5 year sharpe ratio0.971.18
Net assets$143.6M$1.5B
Average market cap$5.9B$12.0B
Average P/E26.828.2
Portfolio turnover96%96%

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Fund Management and Purchase Info

Fund familyHSBC
Fund manager & tenureWilliam Muggia / 13 Years
Minimal initial investment$5,000,000.00
Minimum IRA investment--


U.S. stock95.44%
International stock1.11%
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
STE STERIS plc2.69%
TSS Total System Services Inc2.38%
MTN Vail Resorts Inc2.13%
JAZZ Jazz Pharmaceuticals PLC2.11%
AVY Avery Dennison Corp1.98%
SUM Summit Materials Inc1.96%
AXTA Axalta Coating Systems Ltd1.95%
ESNT Essent Group Ltd1.93%
LII Lennox International Inc1.92%
BLDR Builders FirstSource Inc1.91%