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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 8.62  /  +1.89 %
  • Total Assets 30.0 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 Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 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.

The combination of a middling Process Pillar rating and a Low People Pillar rating limit HSBC Radiant US Smaller Companies I 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

2.57 594,246
Technology

Installed Building Products Inc

2.34 540,746
Consumer Cyclical

Atkore Inc

2.29 529,201
Industrials

Manhattan Associates Inc

2.22 512,972
Technology

Usd

2.02 466,146
Cash and Equivalents

Jabil Inc

1.95 450,072
Technology

Tempur Sealy International Inc

1.89 436,378
Consumer Cyclical

Halozyme Therapeutics Inc

1.88 435,683
Healthcare

Griffon Corp

1.86 430,506
Industrials

Sterling Infrastructure Inc

1.83 422,487
Industrials