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HSBC World Selection Moderate Strat B (HSBMX)

10.90 Up 0.06(0.55%) Jun 30

Profile as of May 30, 2016Get Profile for:
HSBC World Selection Moderate Strat B
Phone: 800-782-8183
Fund Overview 
Category:Allocation--30% to 50% Equity
Fund Family:HSBC
Net Assets:34.86M
Year-to-Date Return:2.68%
Morningstar Rating:1 stars
Fund Inception Date:Feb 1, 2005
Morningstar Style Box 
Allocation--30% to 50% Equity
[View Category Definition]
View Top Allocation--30% to 50% Equity Funds
About the Morningstar Style Box
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:N/A
Min Subsequent Investment:100
Min Subsequent Investment, IRA:100
Min Subsequent Investment, AIP:N/A
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 is a "fund of funds," meaning that it seeks to achieve its investment objective by investing primarily in underlying funds. The underlying funds may include mutual funds managed by HSBC Global Asset Management (USA) Inc., the fund's investment adviser and mutual funds and exchange traded funds ("ETFs") managed by investment advisers that are not associated with the Adviser (collectively, "underlying funds").

Fund Operations 
Last Dividend (Mar 30, 2016) : 0.00
Last Cap Gain : 0.00
Annual Holdings Turnover (Jun 28, 2016) : 31.00%
Average for Category:48.09%
Fees & Expenses 
ExpenseHSBMXCategory Avg
Annual Report Expense Ratio (net):1.86%0.81%
Prospectus Net Expense Ratio:2.24%N/A
Prospectus Gross Expense Ratio:2.24%N/A
Max 12b1 Fee:0.75%N/A
Max Front End Sales Load:N/A4.95%
Max Deferred Sales Load: 4.00%2.06%
3 Yr Expense Projection*:900610
5 Yr Expense Projection*:1,200947
10 Yr Expense Projection*:2,2131,833
* Per $10,000 invested