Hood River New Opportunities Investor (HRNIX)

Fund Assets	1.17B
Expense Ratio	1.20%
Min. Investment	$0.00
Turnover	105.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	21.60
YTD Return	21.21%
1-Year Return	43.90%
5-Year Return	n/a
52-Week Low	15.09
52-Week High	23.52
Beta (5Y)	n/a
Holdings	116
Inception Date	n/a

About HRNIX

The Hood River New Opportunities Fund is a diversified mutual fund focused on achieving long-term capital appreciation by investing primarily in equity securities of small- and mid-capitalization U.S. companies. Managed by Hood River Capital Management, the fund typically maintains a portfolio of 80 to 120 growth-oriented stocks, with stock selection driven by proprietary, fundamental research. The investment strategy centers on identifying businesses growing at 15% or more and with market capitalizations of $10 billion or less, aiming to uncover opportunities where there is a gap between the fund's earnings estimates and those of Wall Street. The fund's approach is benchmarked against the Russell 2500 Growth Index, reflecting its focus on the small- and mid-cap growth segment. By conducting in-depth analysis and engaging with company managements as well as industry participants, the fund seeks to capitalize on perceived inefficiencies in the market for smaller companies. The Hood River New Opportunities Fund serves investors seeking exposure to dynamic segments of the U.S. equity market through a disciplined and research-driven process, and may be appropriate for those looking to diversify with a focus on growth potential in the small- and mid-cap space.

• Fund Family: Hood River Capital Management
• Category: Small Growth
• Stock Exchange: NASDAQ
• Ticker Symbol: HRNIX
• Share Class: Investor Shares

Performance

HRNIX had a total return of 43.90% in the past year, including dividends. Since the fund's inception, the average annual return has been 45.37%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
HRNRX	Retirement Shares	0.85%
HRNOX	Institutional Shares	0.95%

Top 10 Holdings

42.53% of assets

Name	Symbol	Weight
Mount Vernon Liquid Assets Portfolio, LLC	n/a	15.83%
Applied Digital Corporation	APLD	4.73%
Comfort Systems USA, Inc.	FIX	3.51%
First American Treasury Obligs X	FXFXX	3.28%
MasTec, Inc.	MTZ	3.16%
DigitalOcean Holdings, Inc.	DOCN	2.90%
Dave Inc.	DAVE	2.69%
Insmed Incorporated	INSM	2.20%
Bloom Energy Corporation	BE	2.12%
XPO, Inc.	XPO	2.10%

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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