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Morningstar

Hood River Small-Cap Growth Instl HRSMX

Morningstar Analyst Rating
Quantitative rating as of | See Hood River Capital Management Investment Hub
  • NAV / 1-Day Return 51.23  /  0.45 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    1.060%
  • Expense Ratio 1.090%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 25,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 77%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:16 PM GMT+00:00

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.

Summary

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A strong management team and sound investment process underpin Hood River Small-Cap Growth Instl's Morningstar Quantitative Rating of Gold. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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