Hood River Small Cap Fund Fundamentals
| HRSIX Fund | USD 83.32 1.04 1.26% |
Hood River Small Cap fundamentals help investors to digest information that contributes to Hood River's financial success or failures. It also enables traders to predict the movement of Hood Mutual Fund. The fundamental analysis module provides a way to measure Hood River's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Hood River mutual fund.
Hood |
Hood River Small Cap Mutual Fund Three Year Return Analysis
Hood River's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Hood River Three Year Return | 10.93 % |
Most of Hood River's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Hood River Small Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Hood River Small Cap has a Three Year Return of 10.9334%. This is much higher than that of the Hood River Capital Management family and significantly higher than that of the Small Growth category. The three year return for all United States funds is notably lower than that of the firm.
Hood River Small Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Hood River's current stock value. Our valuation model uses many indicators to compare Hood River value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Hood River competition to find correlations between indicators driving Hood River's intrinsic value. More Info.Hood River Small Cap is one of the top funds in year to date return among similar funds. It also is one of the top funds in one year return among similar funds reporting about 1.29 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Hood River's earnings, one of the primary drivers of an investment's value.Hood Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Hood River's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Hood River could also be used in its relative valuation, which is a method of valuing Hood River by comparing valuation metrics of similar companies.Hood River is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Hood River
The fund invests 99.32% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.69%) .Asset allocation divides Hood River's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Hood Fundamentals
| Total Asset | 1.03 B | ||||
| Year To Date Return | 48.37 % | ||||
| One Year Return | 62.54 % | ||||
| Three Year Return | 10.93 % | ||||
| Five Year Return | 21.65 % | ||||
| Ten Year Return | 13.03 % | ||||
| Net Asset | 587.21 M | ||||
| Cash Position Weight | 0.69 % | ||||
| Equity Positions Weight | 99.32 % |
About Hood River Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Hood River Small Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Hood River using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Hood River Small Cap based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.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 .
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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