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Hood River Small-Cap Growth Investor (HRSRX)

64.29 -0.17 (-0.26%)
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
800-497-2960

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

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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