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Hood River Small-Cap Growth Investor (HRSRX)

75.34 -0.58 (-0.76%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 75.92
  • YTD Return 31.06%
  • Expense Ratio 1.32%
  • Category Small Growth
  • Last Cap Gain 25.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 3.54B
  • Beta (5Y Monthly) 1.22
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 98.00%
  • Last Dividend --
  • Inception Date Jan 2, 2003

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").

Hood River Capital Management

Fund Family

Small Growth

Fund Category

3.54B

Net Assets

2003-01-02

Inception Date

Performance Overview: HRSRX

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Trailing returns as of 10/21/2024. Category is Small Growth.

YTD Return

HRSRX
31.06%
Category
12.40%
?

1-Year Return

HRSRX
51.41%
Category
55.69%
?

3-Year Return

HRSRX
6.19%
Category
19.34%
?

5-Year Return

HRSRX
19.96%
Category
20.72%
?

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Holdings: HRSRX

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Top 10 Holdings (27.91% of Total Assets)

SymbolCompany% Assets
FTAI
FTAI Aviation Ltd. 6.60%
FUZXX
First American Funds, Inc. - Treasury Obligations Fund 3.70%
MTZ
MasTec, Inc. 2.56%
RMBS
Rambus Inc. 2.53%
CLH
Clean Harbors, Inc. 2.20%
FIX
Comfort Systems USA, Inc. 2.19%
FORM
FormFactor, Inc. 2.17%
COHR
Coherent Corp. 2.08%
KEX
Kirby Corporation 1.96%
KRYS
Krystal Biotech, Inc. 1.92%

Sector Weightings

Recent News: HRSRX

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Research Reports: HRSRX

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