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Hood River Small-Cap Growth Instl HRSMX

Medalist Rating as of | See Hood River Capital Management Investment Hub
  • NAV / 1-Day Return 65.43  /  −0.18 %
  • Total Assets 2.6 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 Jun 21, 2024 | 1-Day Return as of Jun 21, 2024, 10:17 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.

A sound investment process and strong management team 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.

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Portfolio Holdings HRSMX

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

FTAI Aviation Ltd

4.85 109.8 Mil
Industrials

Comfort Systems USA Inc

3.32 75.3 Mil
Industrials

First American Treasury Obligs Z

3.24 73.4 Mil
Cash and Equivalents

Rambus Inc

2.71 61.3 Mil
Technology

Onto Innovation Inc

2.67 60.5 Mil
Technology

FirstCash Holdings Inc

2.46 55.7 Mil
Financial Services

Vertiv Holdings Co Class A

2.44 55.3 Mil
Industrials

Western Alliance Bancorp

2.33 52.7 Mil
Financial Services

HCI Group Inc

2.07 46.9 Mil
Financial Services

FormFactor Inc

2.05 46.5 Mil
Technology