Morningstar

Hood River International Opportunity Fund Institutional Shares HRIOX

Morningstar Medalist Rating
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Medalist Rating as of See Hood River Capital Management Investment Hub
  • NAV / 1-Day Return$16.37  /  −0.55%
  • Fund Size$423.5M
  • Adjusted Expense Ratio1.260%
  • Net Expense Ratio1.250%
  • Fee Level: DistributionHigh
  • Share Class TypeInstitutional
  • Morningstar CategoryForeign Small/Mid Growth
  • Equity Style Box (Funds)Mid Growth
  • Minimum Initial Investment$25,000
  • Investment StatusOpen
  • TTM Yield1.25%
  • Turnover Ratio108%
NAV and 1-Day Return as of

Morningstar’s Analysis HRIOX

Will HRIOX outperform in the 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 HRIOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Hood River International Opp Instl holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings HRIOX

More HRIOX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings26.6
Top 10 Holdings
% Portfolio Weight
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