Nasdaq - Delayed Quote • USD
Hood River Small-Cap Growth Investor (HRSRX)
As of 8:05 AM EDT. Market Open.
Fund Summary
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 Small-Cap Growth Investor
Minnetonka, MN 55343
6001 Shady Oak Road, Suite 200
Fund Overview
Category | Small Growth |
Fund Family | Hood River Capital Management |
Net Assets | 2.55B |
YTD Return | 15.51% |
Yield | 0.00% |
Morningstar Rating | |
Inception Date | Jul 07, 2015 |
Fund Operations
Last Dividend | -- |
Last Cap Gain | 13.00 |
Holdings Turnover | 95.00% |
Average for Category | -- |
Fees & Expenses
Expense | HRSRX | Category Average |
---|---|---|
Annual Report Expense Ratio (net) | 1.32% | 1.21% |
Prospectus Net Expense Ratio | 1.32% | -- |
Prospectus Gross Expense Ratio | 1.32% | -- |
Max 12b1 Fee | -- | -- |
Max Front End Sales Load | -- | 5.40% |
Max Deferred Sales Load | -- | 1.27% |
3 Yr Expense Projection | 0 | -- |
5 Yr Expense Projection | 0 | -- |
10 Yr Expense Projection | 0 | -- |
Management Information
Brian P. Smoluch, Lead Manager since January 02, 2003
Brian founded Hood River Capital Management, which spun out of Roxbury Capital Management, where he managed the Small-Cap Growth product for 10 years. Prior to Roxbury, Brian was part of the small/mid-cap team at Columbia Management. He began his career as an investment banking financial analyst at Salomon Brothers in New York. Brian has a B.S. with Distinction from the University of Virginia and an M.B.A. in finance from Harvard University. Morningstar Style Box
Morningstar Category
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