Morningstar

Hood River New Opportunities Fund Institutional Shares HRNOX

Morningstar Medalist Rating
Medalist Rating as of | See Hood River Capital Management Investment Hub
  • NAV / 1-Day Return 20.82  /  +1.76 %
  • Total Assets 1.1B
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 25,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 69%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:57 AM GMT+0

Morningstar’s Analysis HRNOX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Hood River New Opportunities Inst holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings HRNOX

More HRNOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.6
Top 10 Holdings
% Portfolio Weight
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