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HSBC Investor Wld Sel Mod Gr Strategy A (HSAMX)On Dec 18: 10.53  Up 0.04 (0.38%)  
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Profile  As of 30-Nov-09Get Profile for:
HSBC Investor Wld Sel Mod Gr Strategy A
Columbus, Ohio 43218-2845.
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Phone: 800-782-8183
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FUND OVERVIEW 
Category:Moderate Allocation
Fund Family:HSBC
Net Assets:16.75M
Year-to-Date Return:25.03%
Yield:1.17%
Morningstar Rating:3 stars
Fund Inception Date:03-Feb-05
MORNINGSTAR STYLE BOX 
Moderate Allocation
[View Category Definition]
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About the Morningstar Style Box
MANAGEMENT INFORMATION 
Randeep Brar
Lead Manager since 27-Feb-09
Brar is the vice president and head of Multimanager New York and joined HSBC Global Asset Management (USA) Inc. in 2007. Prior to joining the HSBC, he led small cap portfolio management and research within SEI Investments' manager of managers program, where he worked since 2001. Prior thereto, he was associate director of research at Barra Rogers Casey, which he joined in 1994. Brar holds the Chartered Financial Analyst designation.
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
HSAMX can be purchased from brokerages.
FUND SUMMARY 
The investment seeks long-term growth of capital and current income. The fund normally allocates assets across the underlying portfolios. It invests 19% of assets in large cap growth fund, 18% of assets in large cap value fund, 11% of assets in small-cap equity fund, 15% of assets in international equity fund, 26% of assets in fixed income fund, 5% of assets in high yield fixed income fund and 6% of assets in money market fund. The fund's allocation is heavily weighted towards equity investments, both U.S. and international.
FUND OPERATIONS 
Last Dividend (30-Sep-09): 0.02
Last Cap Gain (20-Dec-07): 0.50
Annual Holdings Turnover YFT_NOT_APPLICABLE_ABBREVIATION
Average for Category: 82.83%
FEES & EXPENSES 
ExpenseHSAMXCategory
Avg
Total Expense Ratio:% 1.01%
Max 12b1 Fee:% N/A
Max Front End Sales Load:5.00% 5.30%
Max Deferred Sales Load:% 2.71%
3 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$633
5 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$964
10 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$1,881
* Per $10,000 invested


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