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Sunday, December 20, 2009, 8:28PM ET - U.S. Markets Closed. Dow Up 0.20% Nasdaq Up 1.45%
HSBC Investor Growth A (HOTAX)On Dec 18: 13.61  Up 0.15 (1.11%)  
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Profile  As of 30-Nov-09Get Profile for:
HSBC Investor Growth A
Columbus, Ohio 43218-2845.
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Phone: 800-782-8183
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FUND OVERVIEW 
Category:Large Growth
Fund Family:HSBC
Net Assets:16.45M
Year-to-Date Return:35.60%
Yield:0.00%
Morningstar Rating:4 stars
Fund Inception Date:10-May-04
MORNINGSTAR STYLE BOX 
Large Growth
[View Category Definition]
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About the Morningstar Style Box
MANAGEMENT INFORMATION 
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.
INVESTMENT INFORMATION 
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
HOTAX can be purchased from brokerages.
FUND SUMMARY 
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.
FUND OPERATIONS 
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%
FEES & EXPENSES 
ExpenseHOTAXCategory
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
* Per $10,000 invested


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