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HSBC Opportunity B (HOPBX) Fund Ranking and Research

Ranking, Research and Recommendation of HSBC Opportunity B (HOPBX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of HSBC Opportunity B Fund (HOPBX) ManagerFund Manager - William Muggia

Fund Manager Information

Fund Manager Tenure: 16.0 years
Similar Funds: HOPCX 
Fund Family: HSBC
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: E (Score: 0.37)     (What does this score mean?)
Muggia serves as chief investment officer since 2001, responsible for covering Healthcare and Energy sectors. He was executive vice president.  Get more insights on William Muggia

 

Graph of HSBC Opportunity B Fund (HOPBX) ProfileHSBC Opportunity B Fund (HOPBX) Profile

Fund Profile and Description

HSBC Opportunity B Fund seeks long-term growth of capital. HSBC Opportunity B Fund invests all of its assets in the HSBC Investor Opportunity Portfolio which primarily invests in equity securities of small cap companies. Small cap companies generally are those that have market capitalizations within the range of market capitalizations represented in the Russell 2500 Growth Index. The portfolio may invest up to 20% of assets in securities of foreign companies.

 

HSBC Opportunity B (HOPBX) Fund Strength What we like about HSBC Opportunity B (HOPBX) Fund

Data for HSBC Opportunity B Fund (HOPBX) as of May 30, 2016

  • HSBC Opportunity B Fund (HOPBX) management has been with HSBC Opportunity B Fund for 16.0 years
  • HSBC Opportunity B Fund (HOPBX) ratio of up-years vs down years is greater than 2

HSBC Opportunity B Fund (HOPBX) Weakness What we are cautious about HSBC Opportunity B (HOPBX) Fund

Data for HSBC Opportunity B Fund (HOPBX) as of May 30, 2016

  • HSBC Opportunity B Fund (HOPBX) has a less-than-ideal short-term performance (1-year return -12.93% vs -5.73% Mid-Cap Growth category median performance)
  • HSBC Opportunity B Fund (HOPBX) has a less-than-ideal mid-term performance (3-year return 4.75% vs 8.38% Mid-Cap Growth category median performance)
  • HSBC Opportunity B Fund (HOPBX) has a less-than-ideal Long-term performance (5-year return 6.02% vs 7.70% Mid-Cap Growth category median performance)
  • HSBC Opportunity B Fund (HOPBX) has a Morningstar rating of 3 and below
  • HSBC Opportunity B Fund (HOPBX) is less safe compared to its Mid-Cap Growth peers
  • HSBC Opportunity B Fund (HOPBX) has an annual stock turnover rate of 63.00% that is higher than the Mid-Cap Growth average of 50.96%. This could mean HSBC Opportunity B is more nimble, but also signal potential high tax impact and high trading fees
  • HSBC Opportunity B Fund (HOPBX) does not have a good risk adjusted return as its 3-year Alpha of -7.74 is worse than category average of -2.65, and its 3-year Sharpe ratio is 0.37
  • HSBC Opportunity B Fund (HOPBX) is more volatile than its peers as it has a 3-year Standard Deviation of 15.89 that is higher than category average of 13.49
  • HSBC Opportunity B Fund (HOPBX) has a higher expense ratio of 2.30% than its Mid-Cap Growth average of 1.28%
  • HSBC Opportunity B Fund (HOPBX) carries a 4% load
  • Asset base in HSBC Opportunity B Fund (HOPBX) has increased significantly in the last 2 months. The fund manager may not be able to achieve the desired investment results with the large cash inflow
See HSBC Opportunity B Fund (HOPBX) performance details as of May 30, 2016

 

What do you think?

 

Compare HSBC Opportunity B Fund (HOPBX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
HSBC Opportunity B-1.43-12.934.756.02
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare HSBC Opportunity B Fund (HOPBX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
PowerShares Russell Midcap Pure Gr ETF (PXMG)-0.83%-6.85%5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)1.16%-5.74%7.25%
iShares Morningstar Mid-Cap Growth (JKH)1.51%-5.25%9.06%
Vanguard Mid-Cap Growth ETF (VOT)3.05%-4.02%9.94%

 

Graph of HSBC Opportunity B Fund (HOPBX) Net Asset TrackingHSBC Opportunity B (HOPBX) Fund Net Asset

Track net asset change of HSBC Opportunity B fund (HOPBX)

DateNet Asset
05/2016$245.21M
03/2016$14.87M
02/2016$14.58M
More historic net asset information on HSBC Opportunity B Fund (HOPBX)

  

Graph of HSBC Opportunity B Fund (HOPBX) Portfolio TrackingHSBC Opportunity B (HOPBX) Fund Portfolio Allocation

Track portfolio allocation change of HSBC Opportunity B fund (HOPBX)

DateCashStockBondOther
02/20164.76%95.24%0%0%
10/20155.28%94.72%0%0%
07/20151.25%98.75%0%0%
Click here to see more historic asset allocation information on HSBC Opportunity B Fund (HOPBX)

 

graph of HSBC Opportunity B Fund (HOPBX) Top 10 Position TrackingTop 10 Holdings in HSBC Opportunity B (HOPBX) Fund

Discover what HSBC Opportunity B Fund (HOPBX) manager is buying

Feb 28, 2016
Jazz Pharmaceuticals plc [2.74%]
Jarden Corporation Common Stock [2.73%]
Quest Diagnostics Incorporated [2.42%]
Vail Resorts, Inc. Common Stock [2.4%]
Mettler-Toledo International, I [2.4%]
DENTSPLY SIRONA Inc. [2.35%]
Palo Alto Networks, Inc. Common [2.13%]
Assurant, Inc. Common Stock [2.1%]
Snap-On Incorporated Common Sto [2.09%]
Splunk Inc. [2.05%]

Oct 30, 2015
Ulta Salon, Cosmetics & Fragran [2.48%]
Palo Alto Networks, Inc. Common [2.46%]
United Therapeutics Corporation [2.35%]
Jazz Pharmaceuticals plc [2.33%]
ServiceNow, Inc. Common Stock [2.15%]
Assurant, Inc. Common Stock [2.03%]
Lennox International, Inc. Comm [2.01%]
Mettler-Toledo International, I [1.98%]
Tesoro Corporation Common Stock [1.95%]
Jarden Corporation Common Stock [1.94%]

Jul 30, 2015
Palo Alto Networks, Inc. Common [3.13%]
Jazz Pharmaceuticals plc [3.02%]
United Therapeutics Corporation [2.54%]
Community Health Systems, Inc. [2.33%]
Jarden Corporation Common Stock [2.23%]
Ulta Salon, Cosmetics & Fragran [2.21%]
Mettler-Toledo International, I [2.02%]
ServiceNow, Inc. Common Stock [1.98%]
Tesoro Corporation Common Stock [1.88%]
RPM International Inc. Common S [1.84%]
Click here for Stock Holding Change Map in HSBC Opportunity B Fund (HOPBX)

  

Latest News on HSBC Opportunity B (HOPBX) Fund

See what is happening with HSBC Opportunity B Fund (HOPBX)

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HSBC Opportunity B Fund (HOPBX) Related ResourcesSee more information on HSBC Opportunity B (HOPBX) Fund

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