Opportunity Fund Class Fund Quote
| RESCX Fund | USD 9.34 0.12 1.30% |
Performance8 of 100
| Odds Of DistressLess than 18
|
Opportunity Fund is trading at 9.34 as of the 31st of January 2025; that is 1.30 percent up since the beginning of the trading day. The fund's open price was 9.22. Opportunity Fund has less than a 18 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 1st of January 2025 and ending today, the 31st of January 2025. Click here to learn more.
The fund seeks to achieve its investment objective by investing all of its assets in the Portfolio, which has the same investment objective as the fund. The fund seeks to achieve its investment objective by investing at least 80 percent of its net assets in U.S. More on Opportunity Fund Class
Moving together with Opportunity Mutual Fund
Opportunity Mutual Fund Highlights
| Fund Concentration | HSBC Funds, Large Funds, Small Growth Funds, Small Growth, HSBC (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Opportunity Fund Class [RESCX] is traded in USA and was established 31st of January 2025. Opportunity Fund is listed under HSBC category by Fama And French industry classification. The fund is listed under Small Growth category and is part of HSBC family. This fund at this time has accumulated 23.08 M in assets with no minimum investment requirementsOpportunity Fund Class is currently producing year-to-date (YTD) return of 6.04%, while the total return for the last 3 years was 7.87%.
Check Opportunity Fund Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Opportunity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Opportunity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Opportunity Fund Class Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Opportunity Fund Class Mutual Fund Constituents
| TRU | TransUnion | Stock | Industrials | |
| ETSY | Etsy Inc | Stock | Consumer Discretionary | |
| TDG | Transdigm Group Incorporated | Stock | Industrials | |
| LII | Lennox International | Stock | Industrials | |
| BLDR | Builders FirstSource | Stock | Industrials | |
| FANG | Diamondback Energy | Stock | Energy | |
| PODD | Insulet | Stock | Health Care | |
| MKSI | MKS Instruments | Stock | Information Technology |
Opportunity Fund Class Risk Profiles
| Mean Deviation | 0.8014 | |||
| Semi Deviation | 0.9763 | |||
| Standard Deviation | 1.08 | |||
| Variance | 1.16 |
Opportunity Fund Against Markets
Other Information on Investing in Opportunity Mutual Fund
Opportunity Fund financial ratios help investors to determine whether Opportunity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Opportunity with respect to the benefits of owning Opportunity Fund security.
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