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HSBC World Selection Moderate Strat B (HSBMX)

13.03 Up 0.01(0.08%) Aug 29

Profile as of Jul 30, 2014Get Profile for:
HSBC World Selection Moderate Strat B
Columbus, Ohio 43218-2845.
Phone: 800-782-8183
Fund Overview 
Category:Conservative Allocation
Fund Family:HSBC
Net Assets:43.26M
Year-to-Date Return:3.45%
Morningstar Rating:3 stars
Fund Inception Date:Feb 1, 2005
Morningstar Style Box 
Conservative Allocation
[View Category Definition]
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Management Information 
Rayman Bovell
Lead Manager since Feb 28, 2014
Rayman Bovell, CFA. He is responsible for managing the Wealth Portfolio Management Team in New York and Toronto and joined HSBC Global Asset Management (USA) Inc. in 2008 after having worked in the industry since 2001. Mr. Bovell’s current role includes asset allocation, portfolio management and research responsibilities across broad equity and fixed income asset classes covered by the Wealth Portfolio Management team.
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
HSBMX can be purchased from 18 brokerages.

Fund Summary 
The investment seeks high total return consisting of long-term growth of capital and current income. The fund invests primarily in underlying funds. The Adviser anticipates maintaining each element of the fund's target allocation within a target investment range, and has implemented a "neutral" target allocation for the fund. The fund invests about 20-70% of assets in underlying equity funds, 30-80% of assets in underlying fixed income funds, 0-20% of assets in other underlying funds and investments, and 0-20% of assets in a money market fund.

Fund Operations 
Last Dividend (Jun 29, 2014) : 0.01
Last Cap Gain : 0.00
Annual Holdings Turnover (Aug 28, 2014) : 30.00%
Average for Category:40.42%
Fees & Expenses 
ExpenseHSBMXCategory Avg
Annual Report Expense Ratio (net):1.83%0.85%
Prospectus Net Expense Ratio:2.51%N/A
Prospectus Gross Expense Ratio:2.51%N/A
Max 12b1 Fee:0.75%N/A
Max Front End Sales Load:N/A4.91%
Max Deferred Sales Load: 4.00%2.39%
3 Yr Expense Projection*:982590
5 Yr Expense Projection*:1,335917
10 Yr Expense Projection*:2,4931,825
* Per $10,000 invested