Morningstar

Hood River Small-Cap Growth Fund Investor Shares HRSRX

Morningstar Medalist Rating
Medalist Rating as of | See Hood River Capital Management Investment Hub
  • NAV / 1-Day Return 112.10  /  −1.86 %
  • Total Assets 6.3B
  • Adj. Expense Ratio
    1.320%
  • Expense Ratio 1.320%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Limited
  • TTM Yield 0.00
  • Turnover 102%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:45 AM GMT+0

Morningstar’s Analysis HRSRX

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

  • People Pillar

    The People Pillar is our evaluation of the HRSRX 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 HRSRX’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 Investor holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings HRSRX

More HRSRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Applied Digital Corp

5.59 291M
Technology

MasTec Inc

4.46 232M
Industrials

Comfort Systems USA Inc

3.39 177M
Industrials

DigitalOcean Holdings Inc

3.02 157M
Technology

XPO Inc

2.28 119M
Industrials

FirstCash Holdings Inc

2.13 111M
Financial Services

Bloom Energy Corp Class A

2.12 110M
Industrials

Lumentum Holdings Inc

2.01 105M
Technology

Kratos Defense & Security Solutions Inc

1.99 103M
Industrials

Dave Inc Ordinary Shares - Class A

1.80 94M
Technology

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