3 / 5 Stars
2 3 3 3 1
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 464 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 25.47 percent over the past year, 12.76 percent over the past three years, 17.01 percent over the past five years, and 7.59 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||2.5%|
|3 Years (Annualized)||12.8%|
|5 Years (Annualized)||17.0%|
|10 Years (Annualized)||7.6%|
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 normally invests primarily in U.S. and foreign equity securities of high quality companies with market capitalizations generally in excess of $2 billion, which the subadviser believes have the potential to generate superior levels of long-term profitability and growth. The fund may invest up to 20% of its assets in bonds and other debt securities, including lower rated, high-yield bonds, commonly referred to as "junk bonds."
Fees are Above Average compared to funds in the same category.
HSBC Growth Fund has an expense ratio of 1.95 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.