Hood River Small Cap Fund Quote
| HRSIX Fund | USD 84.39 0.51 0.60% |
Performance20 of 100
| Odds Of DistressLess than 16
|
Hood River is trading at 84.39 as of the 3rd of December 2024; that is 0.6 percent decrease since the beginning of the trading day. The fund's open price was 84.9. Hood River has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Hood River Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2023 and ending today, the 3rd of December 2024. Click here to learn more.
The fund, under normal market conditions, invests at least 80 percent 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 SP SmallCap 600 Index and the Russell 2000 Growth Index .. More on Hood River Small Cap
Moving together with Hood Mutual Fund
Hood Mutual Fund Highlights
| Fund Concentration | Hood River Capital Management Funds, Large Funds, Small Growth Funds, Small Growth, Hood River Capital Management, Large, Small Growth (View all Sectors) |
| Update Date | 31st of December 2024 |
Hood River Small Cap [HRSIX] is traded in USA and was established 3rd of December 2024. Hood River is listed under Hood River Capital Management category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Hood River Capital Management family. This fund currently has accumulated 587.21 M in assets under management (AUM) with no minimum investment requirementsHood River Small is currently producing year-to-date (YTD) return of 49.46%, while the total return for the last 3 years was 9.51%.
Check Hood River Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Hood Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Hood Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Hood River Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Hood River Small Cap Mutual Fund Constituents
| LITE | Lumentum Holdings | Stock | Information Technology | |
| NUVA | NuVasive | Stock | Health Care | |
| PRPL | Purple Innovation | Stock | Consumer Discretionary | |
| NOVA | Sunnova Energy International | Stock | Utilities | |
| NTRA | Natera Inc | Stock | Health Care | |
| TLS | Telos Corp | Stock | Information Technology | |
| MTZ | MasTec Inc | Stock | Industrials | |
| BEAT | Heartbeam | Stock | Health Care |
Hood River Small Risk Profiles
| Mean Deviation | 0.9978 | |||
| Semi Deviation | 1.04 | |||
| Standard Deviation | 1.36 | |||
| Variance | 1.86 |
Hood River Against Markets
Other Information on Investing in Hood Mutual Fund
Hood River financial ratios help investors to determine whether Hood Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Hood with respect to the benefits of owning Hood River security.
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