HSBC Opportunity Fund

Scorecard
4 / 5 Stars
Lipper
5 5 3 1 1
Zacks Investment Research
2 (Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C (Hold)

Fund Fees

Updated 02.28.2014

Maximum Sales Fees %
Initial
Deferred 4.0

Updated 02.28.2014

Maximum Fees %
Administrative 0.055
Management 0.8
Redemption

Updated 02.28.2014

Actual Fees %
12b-1 0.75
Management 0.8
Net Expense Ratio: Annual Report 2.3
Net Expense Ratio: Prospectus 2.4

Updated 04.22.2014

Total Cost Projections
3-Year $1,022.00
5-Year $1,428.00
10-Year $2,719.00

Purchase Information

Updated 02.28.2014

Minimum Investments
Initial $1,000.00
Additional $100.00
Initial IRA $250.00
Additional IRA $100.00
Initial AIP $250.00
Additional AIP $25.00