Hood River New Opportunities Investor 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.
Hood River New Opportunities Fund Investor Shares HRNIX
- NAV / 1-Day Return 21.67 / +4.38 %
- Total Assets 1.1B
-
Adj. Expense Ratio
1.200%
- Expense Ratio 1.200%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.00
- Turnover 105%
USD | NAV as of Jun 11, 2026 | 1-Day Return as of Jun 11, 2026, 9:27 PM GMT+0
Morningstar’s Analysis HRNIX
Will HRNIX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the HRNIX 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 HRNIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 27.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Applied Digital Corp | 4.73 | 31M | Technology |
Comfort Systems USA Inc | 3.51 | 23M | Industrials |
First American Treasury Obligs X | 3.28 | 22M | Cash and Equivalents |
MasTec Inc | 3.16 | 21M | Industrials |
DigitalOcean Holdings Inc | 2.90 | 19M | Technology |
Dave Inc Ordinary Shares - Class A | 2.69 | 18M | Technology |
Insmed Inc | 2.20 | 14M | Healthcare |
Bloom Energy Corp Class A | 2.12 | 14M | Industrials |
XPO Inc | 2.10 | 14M | Industrials |
FirstCash Holdings Inc | 2.02 | 13M | Financial Services |
United States