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Morningstar

Hood River Small-Cap Growth Investor HRSRX

Morningstar Medalist Rating
Medalist Rating as of | See Hood River Capital Management Investment Hub
  • NAV / 1-Day Return 63.89  /  0.00
  • Total Assets 2.5 Bil
  • Adj. Expense Ratio
    1.320%
  • Expense Ratio 1.320%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 95%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 9:52 PM GMT+0

Morningstar’s Analysis HRSRX

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

  • People Pillar

    The People Pillar is our evaluation of the HRSRX 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 HRSRX’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 Small-Cap Growth Investor's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HRSRX

More HRSRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Industrials

First American Treasury Obligs Z

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Cash and Equivalents

Rambus Inc

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Technology

Onto Innovation Inc

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Technology

FirstCash Holdings Inc

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Financial Services

Vertiv Holdings Co Class A

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Industrials

Western Alliance Bancorp

2.33 52.7 Mil
Financial Services

HCI Group Inc

2.07 46.9 Mil
Financial Services

FormFactor Inc

2.05 46.5 Mil
Technology