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+2.62% 3 years+8.77%
3 months+8.78% 5 years+12.39%
1 year+26.29% Since inception+10.80%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+12.39%+13.73%
Expense ratio1.31%1.21%
Risk 5 year sharpe ratio0.881.06
Net assets$150.6M$1.6B
Average market cap$6.5B$12.0B
Average P/E29.026.3
Portfolio turnover80%80%

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Fund Management and Purchase Info

Fund familyHSBC
Fund manager & tenureWilliam Muggia / 14 Years
Minimal initial investment$5,000,000.00
Minimum IRA investment--


U.S. stock95.93%
International stock1.16%
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
NKTR Nektar Therapeutics2.63%
TSS Total System Services Inc2.35%
LII Lennox International Inc2.24%
AVY Avery Dennison Corp2.22%
BLDR Builders FirstSource Inc2.21%
ESNT Essent Group Ltd2.18%
CSGP CoStar Group Inc2.17%
SUM Summit Materials Inc1.87%
JBHT J B Hunt Transport Services Inc1.87%
STE STERIS plc1.87%