4 / 5 Stars
5 5 3 1 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#27 in Mid-Cap Growth
U.S. News evaluated 221 Mid-Cap 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 27.26 percent over the past year, 13.82 percent over the past three years, 22.19 percent over the past five years, and 11.89 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.9%|
|3 Years (Annualized)||13.8%|
|5 Years (Annualized)||22.2%|
|10 Years (Annualized)||11.9%|
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.
Fees are Low compared to funds in the same category.
HSBC Opportunity Fund has an expense ratio of 1.55 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.