HSBC Investor Wld Sel Mod Gr Strategy C
Columbus, Ohio 43218-2845.
Phone: 800-782-8183
| Category: | Moderate Allocation | | Fund Family: | HSBC | | Net Assets: | 1.64M | | Year-to-Date Return: | 24.10% | | Yield: | 0.60% | | Morningstar Rating: |  | | Fund Inception Date: | 09-Jun-05 |
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Randeep Brar
Lead Manager since
27-Feb-09 | | | Brar is the vice president and head of Multimanager New York and joined HSBC Global Asset Management (USA) Inc. in 2007. Prior to joining the HSBC, he led small cap portfolio management and research within SEI Investments' manager of managers program, where he worked since 2001. Prior thereto, he was associate director of research at Barra Rogers Casey, which he joined in 1994. Brar holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $250 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks long-term growth of capital and current income. The fund normally allocates assets across the underlying portfolios. It invests 19% of assets in large cap growth fund, 18% of assets in large cap value fund, 11% of assets in small-cap equity fund, 15% of assets in international equity fund, 26% of assets in fixed income fund, 5% of assets in high yield fixed income fund and 6% of assets in money market fund. The fund's allocation is heavily weighted towards equity investments, both U.S. and international. |
| Last Dividend
(30-Jun-09):
| 0.03 | | Last Cap Gain
(20-Dec-07):
| 0.50 | | Annual Holdings Turnover
| N/A | | Average for Category:
| 82.83% |
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| Expense | HSCMX | Category
Avg | | Total Expense Ratio: | %
| 1.01% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.30% | | Max Deferred Sales Load: | 1.00%
| 2.71% | | 3 Yr Expense Projection*: |
$N/A | $633 | | 5 Yr Expense Projection*: |
$N/A | $964 | | 10 Yr Expense Projection*: |
$N/A | $1,881 |
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0.07 (0.70%)
