Mutual Funds - Profile

HSBC Opportunity Fund

US > Mid-Cap > Growth

Rank

Universe Rank

Summary

Price

  • Last Close
  • $1.46
    +0.02
  • 52 Week HL
  • $1.81 - $1.42
  • Net Assets
  • $125.71 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Top 10 Holdings
Jun 04, 2021

Company Holding
Company Holding
Total 0%

Manager

  • Name
  • William A. Muggia
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports
  • 2020

Performance
-13.9 % YTD

  • 3 Year
  • -69.72%
  • 5 Year
  • -68.73%
  • Best
  • 40.12%
    2009
  • Worst
  • -70.05%
    2021

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
HOPCX -16%12%35%34%-6%24%6%-1%0%0%0%
S&P 500 -8%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -13.9% 3.5% -26% 16% 3.8% 10% -6.5% 5.7% 3% 12.5% -
Q2 - 5.8% 34.3% 2.5% 7.2% 3% 1.6% -1% 1.4% 0.9% -
Q3 - 2.2% 9.2% -3.9% 3.9% 3.9% 6.7% -13.3% -2% 9.1% -
Q4 - -73.2% 8.3% -1.3% -20.5% 8.5% 0.2% 3.9% 3.5% 9.9% -

Returns +
M

J F M A M J J A S O N D
2022 -13.9% - - - - - - - - - - -
2021 -1.5% 5% - 5.6% -2.2% 2.4% 1.3% 2.5% -1.6% 2.4% -1.6% -73.4%

Annual
Return

Index Comparison

Alpha

NAV