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Fund Intelligence | Best Managers | RESCX Insights | RESCX Score | RESCX Performance | RESCX Manager | RESCX News | RESCX Allocation | RESCX Holdings Change

Mutual Fund Insights: HSBC Investor Opportunity Fund (RESCX)

In-depth Analysis of HSBC Investor Opportunity Fund (RESCX)

Mutual fund chart: HSBC Investor Opportunity Fund (RESCX)

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See HSBC Investor Opportunity Fund (RESCX) performance details as of January 31, 2010

  

    Last Trade: $12.01 on 3/19/2010, Change: -0.10 (-0.83%)
Experiment our closing price forecasting tool for HSBC Investor Opportunity Fund (RESCX) (alpha release)

  

Fund Manager - William A. Muggia

Fund Manager Tenure: 4.7 years
Fundmojo Fund Grade: A+ (Score: 0.81)     (What does this score mean?)
Muggia serves as chief investment officer since 2001, responsible for covering Healthcare and Energys ectors. He was executive vice president.  Get more insights on William A. Muggia

  

What we like about HSBC Investor Opportunity Fund (RESCX) What we like about HSBC Investor Opportunity Fund (RESCX)

Data for HSBC Investor Opportunity Fund (RESCX) as of January 31, 2010

  • HSBC Investor Opportunity Fund (RESCX) management has been with HSBC Investor Opportunity Fund for 4.7 years
  • HSBC Investor Opportunity Fund (RESCX) has good short-term performance (1-year return 41.79% vs 39.73% Mid-Cap Growth category average)
  • HSBC Investor Opportunity Fund (RESCX) has good mid-term performance (3-year return -0.99% vs -5.54% Mid-Cap Growth category average)
  • HSBC Investor Opportunity Fund (RESCX) has good Long-term performance (5-year return 6.04% vs 1.43% Mid-Cap Growth category average)
  • HSBC Investor Opportunity Fund (RESCX) ratio of up-years vs down years is greater than 2
  • HSBC Investor Opportunity Fund (RESCX) has a Morningstar rating of 4 and above
  • HSBC Investor Opportunity Fund (RESCX) has an annual stock turnover rate of 64.91% vs Mid-Cap Growth average of 138.22%. It is good that HSBC Investor Opportunity management does not trade extensively for its return.
  • HSBC Investor Opportunity Fund (RESCX) is less volatile than its peers as it has a 3-year Standard Deviation of 21.64, lower than category average of 23.72
  • HSBC Investor Opportunity Fund (RESCX) has a lower management fee than its Mid-Cap Growth average: 0.97% vs 1.46%
  • HSBC Investor Opportunity Fund (RESCX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about HSBC Investor Opportunity Fund (RESCX) What we are cautious about HSBC Investor Opportunity Fund (RESCX)

Data for HSBC Investor Opportunity Fund (RESCX) as of January 31, 2010

See HSBC Investor Opportunity Fund (RESCX) performance details as of January 31, 2010

  

  

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HSBC Investor Opportunity Fund (RESCX) Net Asset

Track net asset change of HSBC Investor Opportunity fund (RESCX)

DateNet Asset
01/2010$104.58M
11/2009$104.31M
10/2009$100.22M
More historic net asset information on HSBC Investor Opportunity Fund (RESCX)

  

HSBC Investor Opportunity Fund (RESCX) Portfolio Allocation

Track portfolio allocation change of HSBC Investor Opportunity fund (RESCX)

DateCashStockBondOther
10/20090%97.47%0%2.53%
07/20090%97.94%0%2.06%
04/20090%97.43%0%2.57%
Click here to see more historic asset allocation information on HSBC Investor Opportunity Fund (RESCX)

  

Most Recent Top 10 Holdings in HSBC Investor Opportunity Fund (RESCX)

Discover what HSBC Investor Opportunity Fund (RESCX) manager is buying

31-Oct-09
Alexion Pharmaceuticals, Inc. [3.63%]
MASSEY ENERGY CO [3.32%]
METTLER TOLEDO INTL [3.26%]
Check Point Software Technologi [3.25%]
Shire plc [2.9%]
Northern Instl Fds [2.53%]
IDEXX Laboratories, Inc. [2.38%]
Nuance Communications, Inc. [2.32%]
DAVITA INC [2.29%]
BE Aerospace, Inc. [2.27%]

31-Jul-09
MASSEY ENERGY CO [3.87%]
Alexion Pharmaceuticals, Inc. [3.85%]
Shire plc [3.31%]
METTLER TOLEDO INTL [3.01%]
Check Point Software Technologi [2.98%]
AMER EAGLE OUTFIT # [2.82%]
DAVITA INC [2.55%]
Life Technologies Corporation [2.53%]
Nuance Communications, Inc. [2.5%]
Illumina, Inc. [2.49%]

30-Apr-09
Illumina, Inc. [3.48%]
Alexion Pharmaceuticals, Inc. [3.28%]
DENBURY RES INC (HLD [3.26%]
Shire plc [3.09%]
B M C SOFTWARE [3.08%]
Check Point Software Technologi [2.91%]
Nuance Communications, Inc. [2.84%]
OSI Pharmaceuticals Inc. [2.71%]
AMER EAGLE OUTFIT # [2.69%]
DAVITA INC [2.67%]
Click here for Stock Holding Change Map in HSBC Investor Opportunity Fund (RESCX)

  

Related books and products to HSBC Investor Opportunity Fund (RESCX)

  

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