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Morningstar

HSBC Radiant US Smaller Companies I RESCX

Morningstar Medalist Rating
Medalist Rating as of | See HSBC Investment Hub
  • NAV / 1-Day Return 8.18  /  +0.12 %
  • Total Assets 22.4 Mil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 103%

USD | NAV as of May 10, 2024 | 1-Day Return as of May 10, 2024, 10:16 PM GMT+0

Morningstar’s Analysis RESCX

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

  • People Pillar

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

Weakness in HSBC Radiant US Smaller Companies I's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings RESCX

More RESCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Pure Storage Inc Class A

2.33 501,475
Technology

Manhattan Associates Inc

2.31 497,248
Technology

Jabil Inc

2.20 474,849
Technology

Elastic NV

2.18 470,581
Technology

Usd

2.11 454,671
Cash and Equivalents

Nutanix Inc Class A

2.09 449,600
Technology

Atkore Inc

1.97 424,033
Industrials

Gen Digital Inc

1.90 410,196
Technology

Installed Building Products Inc

1.89 407,236
Consumer Cyclical

Ensign Group Inc

1.88 404,195
Healthcare