Morningstar

Hood River International Opportunity Ret HRITX

Morningstar Medalist Rating
Medalist Rating as of | See Hood River Capital Management Investment Hub
  • NAV / 1-Day Return 11.48  /  +0.97 %
  • Total Assets 16.6 Mil
  • Adj. Expense Ratio
    1.180%
  • Expense Ratio 1.180%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Foreign Small/Mid Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.22%
  • Turnover 119%

USD | NAV as of Oct 05, 2024 | 1-Day Return as of Oct 05, 2024, 1:05 AM GMT+0

Morningstar’s Analysis HRITX

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

  • People Pillar

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

A strong management team and sound investment process underpin Hood River International Opportunity Ret's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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Portfolio Holdings HRITX

More HRITX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Applied Digital Corp

6.28 896,290
Technology

Marubeni Corp

4.00 570,611
Industrials

GFL Environmental Inc

2.92 416,395
Industrials

First American Treasury Obligs X

2.46 350,863
Cash and Equivalents

Voltamp Transformers Ltd

2.15 306,334
Industrials

Camtek Ltd

1.97 280,913
Technology

Denison Mines Corp

1.95 277,535
Energy

Alphawave IP Group PLC Ordinary Shares

1.83 260,538
Technology

Viking Holdings Ltd

1.72 245,522
Consumer Cyclical

Munters Group AB Class B

1.67 238,511
Industrials

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