HSBMX - HSBC World Selection Moderate Strat B

Nasdaq - Nasdaq Delayed Price. Currency in USD

HSBC World Selection Moderate Strat B

Management Information
Rayman Bovell,Lead Manager since February 27, 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.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryAllocation--30% to 50% Equity
Fund FamilyHSBC
Net Assets32.77M
YTD Return3.70%
Morningstar Rating★★
Inception DateJan 31, 2005

Fund Operations

Last Dividend0.04
Last Cap Gain0.00
Holdings Turnover33.00%
Average for CategoryN/A

Fees & Expenses

ExpenseHSBMXCategory Average
Annual Report Expense Ratio (net)1.98%0.79%
Prospectus Net Expense Ratio2.31%N/A
Prospectus Gross Expense Ratio2.31%N/A
Max 12b1 Fee0.75%N/A
Max Front End Sales LoadN/A4.74%
Max Deferred Sales Load4.00%1.74%
3 Yr Expense Projection921N/A
5 Yr Expense Projection1,235N/A
10 Yr Expense Projection2,286N/A