Hood River Small-Cap Growth Retirement 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.
Hood River Small-Cap Growth Fund Retirement Shares HRSIX
- NAV / 1-Day Return 116.18 / −5.09 %
- Total Assets 6.3B
-
Adj. Expense Ratio
0.970%
- Expense Ratio 0.970%
- Distribution Fee Level High
- Share Class Type Retirement, Large
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 0
- Status Limited
- TTM Yield 0.00
- Turnover 102%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 2:34 AM GMT+0
Morningstar’s Analysis HRSIX
Will HRSIX 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 HRSIX 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 HRSIX’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 28.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
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Lumentum Holdings Inc | 2.01 | 105M | Technology |
Kratos Defense & Security Solutions Inc | 1.99 | 103M | Industrials |
Dave Inc Ordinary Shares - Class A | 1.80 | 94M | Technology |
United States