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Hood River Small-Cap Growth Fund Class Institutional (HRSMX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks superior long-term growth of capital. The fund normally invests at least 80% of its net assets plus any borrowings for investment purposes in the following equity (or equity-related) securities: Common stocks of U.S. corporations that are judged by the investment adviser 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-® and Russell 2000-® Growth Indices; Options on- or securities convertible into- the common stock of small-cap companies- etc.


1 month+4.02% 3 years+13.72%
3 months+4.94% 5 years+16.32%
1 year+24.80% Since inception+12.42%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+16.32%+13.96%
Expense ratio1.23%1.28%
Risk 5 year sharpe ratio1.221.01
Net assets$294.7M$1.0B
Average market cap$2.3B$3.8B
Average P/E26.628.5
Portfolio turnover134%134%

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Fund Management and Purchase Info

Fund familyHood River Capital Management
Fund manager & tenureRobert Marvin / 15 Years
Minimal initial investment$25,000.00
Minimum IRA investment--


U.S. stock94.85%
International stock2.67%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Hardware 16.39%
Healthcare 14.69%
Consumer service 11.49%
Telecommunication 10.59%
Consumer goods 7.72%
Top 10 Holdings
Portfolio weighting
PRAH PRA Health Sciences Inc3.85%
TVTY Tivity Health Inc3.57%
MTZ MasTec Inc3.12%
KNX Knight-Swift Transportation Holdings Inc2.84%
COHR Coherent Inc2.75%
MGLN Magellan Health Inc2.72%
LITE Lumentum Holdings Inc2.09%
ODFL Old Dominion Freight Line Inc1.99%
TDOC Teladoc Inc1.98%
PI Impinj Inc1.91%