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    HSBC Opportunity I (RESCX)

    17.94 Up 0.08(0.45%) Dec 19
    Prev Close:17.86
    YTD Return*:6.11%
    Net Assets*:207.82M
    Yield*:0.20%

    * As of 30-Nov-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for RESCX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Northern Instl Fds4.4633.25
    TSO2.75-3.03
    GWR2.3410.99
    CBST2.1919.68
    CYH2.0937.71

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:207.82M
    Category:Mid-Cap Growth
    Annual Report Expense Ratio (net):0.99%

    Performance & Risk

    YTD Return:6.11%
    5y Avg Return:18.90%
    Rank in Category (ytd):62
    % Rank in Category (ytd):8.26%
    Beta (3y):1.22
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks long-term growth of capital. The fund seeks to achieve its investment objective by investing all of its assets in the Portfolio, which has the same investment objective as the fund. It invests, under normal market conditions, primarily in equity securities of small and mid-cap companies. Small and mid-cap companies generally are defined as those companies with market capitalizations within the range represented in the Russell 2500® Growth Index. The fund may also invest in equity securities of larger, more established companies and may invest up to 20% of its assets in securities of foreign companies. View More
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