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HSAMX HSBC World Selection Moderate Strat A

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Fund HSAMX HSBC World Selection Moderate Strat A TBAYX Touchstone Dynamic Diversified Income Y  
100% 87%
Annual Fees
(1.49% Exp. Ratio)
(1.09% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.51% annual return
$17,967.31 $20,289.88
Est. savings over 30 yrs +$2,322.57
As of 12/31/16
1 YR RETURN 6.75%
3 YR 2.16%
5 YR 5.68%
10 YR 3.52%
1 YR RETURN 9.06%
3 YR 3.73%
5 YR 7.08%
10 YR 4.70%
The investment seeks high total return consisting of long-term growth of capital and current income. The fund is a "fund of funds," meaning that it seeks to achieve its investment objective by investing primarily in underlying funds. The underlying funds may include mutual funds managed by HSBC Global Asset Management (USA) Inc., the fund's investment adviser and mutual funds and exchange traded funds ("ETFs") managed by investment advisers that are not associated with the Adviser (collectively, "underlying funds").
The investment seeks to provide investors with current income. The fund is a "fund-of-funds," which seeks to achieve its investment goal by investing primarily in a diversified portfolio of fixed-income and equity-income oriented underlying funds (although a portion of its assets may be invested in cash, cash equivalents, or in money market funds). The majority of the underlying funds in which the fund invests will be affiliated funds.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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