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

38.89
Net Asset Value
-0.74%
1 Day
+2.99%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
1.23%
Expense Ratio
Average
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.

Performance

1 month+0.62% 3 years+8.80%
3 months-2.09% 5 years+15.05%
1 year+18.19% Since inception+12.34%
Data through --

Peer Comparisonvs. Small growth

 HRSMXCategory
Performance 5-yr return+15.05%+11.88%
Expense ratio1.23%1.27%
Risk 5 year sharpe ratio1.060.87
Net assets$335.2M$1.1B
Average market cap$2.3B$3.4B
Average P/E27.526.7
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--

Holdings

U.S. stock94.20%
International stock3.80%
Cash2.00%
Fixed income0.00%
Other0.00%
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
COHR Coherent Inc3.12%
MGLN Magellan Health Inc3.05%
KNX Knight-Swift Transportation Holdings Inc3.00%
MTZ MasTec Inc2.95%
ERI Eldorado Resorts Inc2.93%
PRAH PRA Health Sciences Inc2.89%
SEM Select Medical Holdings Corp2.44%
TDOC Teladoc Inc2.44%
ODFL Old Dominion Freight Line Inc2.39%
TVTY Tivity Health Inc2.34%