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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 10.72  /  +0.37 %
  • Total Assets 9.0 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 —
  • Status Open
  • TTM Yield 1.38%
  • Turnover 172%

USD | NAV as of May 14, 2024 | 1-Day Return as of May 14, 2024, 12:20 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 27.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Marubeni Corp

5.09 288,125
Industrials

First American Treasury Obligs X

4.15 235,098
Cash and Equivalents

GFL Environmental Inc

3.81 215,688
Industrials

Applied Digital Corp

3.66 206,891
Financial Services

MDxHealth SA

2.62 148,290
Healthcare

FTAI Aviation Ltd

2.45 138,365
Industrials

Micronics Japan Co Ltd

2.02 114,128
Technology

Voltamp Transformers Ltd

2.01 113,792
Industrials

Payfare Inc Ordinary Shares - Class A

1.97 111,541
Technology

Camtek Ltd

1.91 108,302
Technology