HRSRX – Hood River Small-Cap Growth Investor Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital. The fund, under normal market conditions, invests at least 80% of its net assets plus any borrowings for investment purposes in common stocks of U.S. corporations that are judged by Hood River to have strong growth characteristics or to be undervalued in the marketplace relative to underlying profitability and have a market capitalization which, at the time of purchase, is consistent with the capitalization ranges of the S&P SmallCap 600® Index and the Russell 2000® Growth Index ("small-cap companies").

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
HRSRX	Hood River Small-Cap Growth Fund Investor Shares	No Load	Limited			Jul 7, 2015	$185.36M	1.320%	Above Average	$1,000	−$5.98M
HRSMX	Hood River Small-Cap Growth Fund Class Institutional	Institutional	Limited			Jan 2, 2003	$3.36B	1.070%	High	$25,000	$139.12M
HRSIX	Hood River Small-Cap Growth Fund Retirement Shares	Retirement, Large	Limited			Mar 3, 2017	$2.14B	0.970%	High	$0	−$80.84M

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