Weakness in HSBC RadiantESG US Smaller Companies A's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative. 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.
- NAV / 1-Day Return 7.64 / 0.66 %
- Total Assets 21.2 Mil
-
Adj. Expense Ratio
1.490%
- Expense Ratio 1.450%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.00
- Turnover 120%
Morningstar’s Analysis HSOAX
Will HSOAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 71
- Bond Holdings 0
- Other Holdings 1
- % Assets in Top 10 Holdings 23.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector