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Morningstar

HSBC Radiant US Smaller Companies A HSOAX

Morningstar Medalist Rating
Medalist Rating as of | See HSBC Investment Hub
  • NAV / 1-Day Return 9.28  /  +0.98 %
  • Total Assets 22.5 Mil
  • Adj. Expense Ratio
    1.450%
  • Expense Ratio 1.450%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 103%

USD | NAV as of May 31, 2024 | 1-Day Return as of May 31, 2024, 10:14 PM GMT+0

Morningstar’s Analysis HSOAX

Will HSOAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HSOAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HSOAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HSOAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of a middling Process Pillar rating and a Low People Pillar rating limit HSBC Radiant US Smaller Companies A to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HSOAX

More HSOAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Pure Storage Inc Class A

2.92 660,231
Technology

Usd

2.87 649,689
Cash and Equivalents

Elastic NV

2.38 537,916
Technology

Manhattan Associates Inc

2.29 519,326
Technology

Installed Building Products Inc

2.21 499,364
Consumer Cyclical

Jabil Inc

2.14 484,142
Technology

Atkore Inc

2.08 470,932
Industrials

Abercrombie & Fitch Co Class A

1.90 429,274
Consumer Cyclical

Halozyme Therapeutics Inc

1.88 426,365
Healthcare

Griffon Corp

1.85 419,118
Industrials