HSBC Opportunity Fund I Shares (RESCX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
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-5.34% 3 years+12.93%
3 months-2.63% 5 years+23.39%
1 year+20.29% Since inception+11.33%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+23.39%+22.17%
Expense ratio1.08%1.36%
Risk 5 year sharpe ratio1.371.28
Net assets$220.0M$1.3B
Average market cap$5.1B$8.4B
Average P/E24.126.2
Portfolio turnover70%70%

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Fund Management and Purchase Info

Fund familyHSBC
Fund manager & tenureWilliam Muggia / 10 Years
Minimal initial investment$5,000,000.00
Minimum IRA investment--


U.S. stock91.85%
Fixed income4.72%
International stock3.43%
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
BGSXX Northern Instl Fds4.72%
TSO Tesoro Corporation2.39%
CBST Cubist Pharmaceuticals, Inc.2.18%
CNX Consol Energy Inc1.96%
ALKS Alkermes PLC1.93%
CYH Community Health Systems Inc1.89%
GWR Genesee & Wyoming, Inc. Class A1.87%
MTD Mettler-Toledo International, Inc.1.82%
IDXX Idexx Laboratories1.77%
HUBB Hubbell, Inc. Class B1.75%

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