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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 8.94  /  +2.29 %
  • Total Assets 21.3 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 Apr 23, 2024 | 1-Day Return as of Apr 23, 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.

Weakness in HSBC Radiant US Smaller Companies A'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

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Portfolio Holdings HSOAX

More HSOAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Installed Building Products Inc

2.26 517,381
Consumer Cyclical

Manhattan Associates Inc

2.21 506,002
Technology

Nutanix Inc Class A

2.17 497,407
Technology

Kontoor Brands Inc

2.12 485,628
Consumer Cyclical

Jabil Inc

2.11 482,846
Technology

Gen Digital Inc

2.02 460,964
Technology

Ensign Group Inc

1.98 453,328
Healthcare

Elastic NV

1.98 453,054
Technology

H&R Block Inc

1.96 447,422
Consumer Cyclical

Pure Storage Inc Class A

1.96 447,176
Technology