HSBC Investor Growth A Columbus, Ohio 43218-2845. Map
Phone: 800-782-8183
| Category: | Large Growth | | Fund Family: | HSBC | | Net Assets: | 16.45M | | Year-to-Date Return: | 35.60% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 10-May-04 |
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Clark J. Winslow
Lead Manager since
12-May-08 | | | Winslow is chief executive officer; chief investment officer. Winslow founded Winslow Capital Management in 1992. As a senior vice president at Alliance Capital Management from 1987-1992, he managed over $1.1 billion in institutional assets. He served as a managing director at J.W. Bristol & Co. in New York from 1980-1987. He started in portfolio management at MacKay-Shields Financial in 1975. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $250 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks long-term growth of capital. The fund seeks to invest all of assets in the HSBC Investor Growth Portfolio which normally invests in U.S. and foreign equity securities of high quality companies with market capitalizations generally in excess of $2 billion, which the sub-adviser believes have the potential to generate superior levels of long-term profitability and growth. The portfolio may invest up to 20% of its assets in bonds and other debt securities. |
| Last Dividend
(29-Jun-07):
| 0.01 | | Last Cap Gain
(20-Dec-07):
| 0.84 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 112.30% |
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| Expense | HOTAX | Category Avg | | Total Expense Ratio: | %
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 5.00%
| 5.43% | | Max Deferred Sales Load: | %
| 2.62% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $670 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,047 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,062 |
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