HSBC Growth Fund Class B

 (MUTF:HOTBX)   Watch this mutual fund  
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Trailing returns

1 day   +0.51%
1 week   +1.96%
4 week   +6.06%
3 month   +4.88%
YTD   +10.63%
1 year   +14.05%
3 years*   +21.11%
5 years*   +14.43%
Best 3 month return+22.25%  
Worst 3 month return-34.51%  

Morningstar statistics

Morningstar category: Large Growth
  Return Risk Rating
3 years Below Average Above Average
5 years Average Above Average
10 years Average Average
Overall Average Above Average
Morningstar style  Learn more
Value Blend Growth  

Key statistics

Total assets78.88M 
Front load-  
Deferred load4.00%  
Expense ratio1.95%  
Management fee-  
Fund familyHSBC 

Asset allocation


Purchase information

IRA Initial$250  
AIP Initial$250  
AIP Additional$25  
Nov 28, 1:00PM EST Overall Morningstar RatingTM


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 normally invests primarily in U.S. and foreign equity securities of high quality companies with market capitalizations generally in excess of $2 billion, which the subadviser believes have the potential to generate superior levels of long-term profitability and growth. The fund may invest up to 20% of its assets in bonds and other debt securities, including lower rated, high-yield bonds, commonly referred to as "junk bonds."
Fund filings (PDF) »
Asset managers:
Patrick Burton (Started: Mar 31, 2013)
Clark Winslow (Started: May 16, 2008)
Justin Kelly (Started: May 16, 2008)
Advisor Company:
HSBC Global Asset Management (USA) Inc.
Fund family reports on Morningstar »
103 avenue des Champs-�lys�es, 3435 STELZER ROAD, COLUMBUS MA 43219-3035, USA


  1 year 3 years 5 years 10 years  
Alpha* -4.65 -6.31 -3.00 0.55
Beta* 1.12 1.21 1.15 1.02
Mean annual return 1.13 1.34 1.32 0.81
R-squared* 64.75 79.06 89.52 84.44
Standard deviation 11.52 12.33 15.93 16.29
Sharpe ratio 1.18 1.30 0.99 0.50
* Against standard index

Top 10 holdings

Security Net Assets  
Union Pacific Corp (UNP) 4.18%  
Apple Inc (AAPL) 4.12%  
Visa Inc Class A (V) 3.50%  
Priceline Group Inc (PCLN) 3.02%  
Celgene Corp (CELG) 2.88%  
Baidu Inc ADR (BIDU) 2.63%  
Monsanto Co (MON) 2.55%  
Facebook Inc Class A (FB) 2.48%  
Starbucks Corp (SBUX) 2.41%  
Google Inc Class A (GOOGL) 2.23%