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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 64.78  /  +0.48 %
  • Total Assets 2.3 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 Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:16 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 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.

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Portfolio Holdings HRSMX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 27.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

FTAI Aviation Ltd

4.32 80.8 Mil
Industrials

Rambus Inc

3.62 67.6 Mil
Technology

Western Alliance Bancorp

2.78 52.1 Mil
Financial Services

Comfort Systems USA Inc

2.68 50.1 Mil
Industrials

Onto Innovation Inc

2.60 48.7 Mil
Technology

FirstCash Holdings Inc

2.43 45.4 Mil
Financial Services

Vertiv Holdings Co Class A

2.24 42.0 Mil
Industrials

Axonics Inc

2.19 41.0 Mil
Healthcare

FormFactor Inc

2.17 40.7 Mil
Technology

MasTec Inc

2.11 39.5 Mil
Industrials