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Morningstar

Hood River Small-Cap Growth Instl HRSMX

Morningstar Medalist Rating
Medalist Rating as of | See Hood River Capital Management Investment Hub
  • NAV / 1-Day Return 69.40  /  +1.79 %
  • Total Assets 2.8 Bil
  • Adj. Expense Ratio
    1.070%
  • Expense Ratio 1.070%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 25,000
  • Status Open
  • TTM Yield —
  • Turnover 95%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis HRSMX

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

  • People Pillar

    The People Pillar is our evaluation of the HRSMX 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 HRSMX’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 Small-Cap Growth Instl's Morningstar Medalist Rating of Gold.

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
Rated on Published on

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Portfolio Holdings HRSMX

More HRSMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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