HSBC Opportunity Fund Class I (RESCX)

Fund Assets	23.08M
Expense Ratio	0.99%
Min. Investment	$1,000,000
Turnover	n/a
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	8.27
YTD Return	-5.70%
1-Year Return	3.50%
5-Year Return	70.48%
52-Week Low	7.82
52-Week High	9.53
Beta (5Y)	0.89
Holdings	1
Inception Date	Sep 3, 1996

About RESCX

RESCX was founded on 1996-09-03. The Fund's investment strategy focuses on Small-Cap with 1.1% total expense ratio. The minimum amount to invest in HSBC Funds: HSBC Opportunity Fund; Class I Shares is $1,000,000 on a standard taxable account. HSBC Funds: HSBC Opportunity Fund; Class I Shares seeks long-term growth of capital by investing primarily in equity securities of emerging small- and medium-sized companies that are expected to show earnings growth over time that is well above the growth rate of the overall economy and the rate of inflation.

• Fund Family: HSBC Funds
• Category: Small Growth
• Stock Exchange: NASDAQ
• Ticker Symbol: RESCX
• Share Class: Class I
• Index: Russell 2500 Growth TR

Performance

RESCX had a total return of 3.50% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.35%.