Skip to Content
Morningstar

HSBC RadiantESG US Smaller Companies C HOPCX

Morningstar Medalist Rating
Medalist Rating as of | See HSBC Investment Hub
  • NAV / 1-Day Return 1.34  /  0.74 %
  • Total Assets 21.2 Mil
  • Adj. Expense Ratio
    2.200%
  • Expense Ratio 2.200%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 120%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:17 PM GMT+0

Morningstar’s Analysis HOPCX

Will HOPCX 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 HOPCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the HOPCX 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 HOPCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in HSBC RadiantESG US Smaller Companies C's People and Process Pillar ratings limits this strategy 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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HOPCX

More HOPCX Holdings
  • Current Portfolio Date
  • Equity Holdings 68
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 23.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lattice Semiconductor Corp

2.58
596,595
Technology

Owens-Corning Inc

2.57
593,775
Industrials

Extreme Networks Inc

2.43
562,680
Technology

TopBuild Corp

2.39
553,322
Industrials

Axcelis Technologies Inc

2.37
548,157
Technology

Jabil Inc

2.32
537,491
Technology

Advanced Energy Industries Inc

2.31
534,960
Industrials

Manhattan Associates Inc

2.26
521,687
Technology

Pure Storage Inc Class A

2.19
505,539
Technology

Atkore Inc

2.18
503,686
Industrials