Morningstar

Hood River Small-Cap Growth Fund Retirement Shares HRSIX

Morningstar Medalist Rating
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Medalist Rating as of See Hood River Capital Management Investment Hub
  • NAV / 1-Day Return $94.23  /  −0.41 %
  • Fund Size $5.0B
  • Adjusted Expense Ratio 0.970%
  • Net Expense Ratio 0.960%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Large
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $0
  • Investment Status Limited
  • TTM Yield 0.00%
  • Turnover Ratio 70%
NAV and 1-Day Return as of

Morningstar’s Analysis HRSIX

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

  • 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

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Portfolio Holdings HRSIX

More HRSIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.0
Top 10 Holdings
% Portfolio Weight
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