Hood River New Opportunities Inst (HRNOX)
| Fund Assets | 1.19B |
| Expense Ratio | 0.95% |
| Min. Investment | $25,000 |
| 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 | 22.40 |
| YTD Return | 25.22% |
| 1-Year Return | 62.01% |
| 5-Year Return | n/a |
| 52-Week Low | 13.58 |
| 52-Week High | 23.62 |
| Beta (5Y) | n/a |
| Holdings | 116 |
| Inception Date | n/a |
About HRNOX
Hood River New Opportunities Institutional is a U.S.-based mutual fund focused on the small-cap and mid-cap equity markets. The fund seeks to identify and invest in growth-oriented companies with market capitalizations of $10 billion or less, using a rigorous proprietary fundamental research process. Its primary objective is to uncover businesses growing at rates exceeding 15%, leveraging deep analysis that combines company management engagement, customer and supplier discussions, and detailed financial modeling to spot inefficiencies or information gaps in market expectations. The fund typically maintains a diversified, long-only portfolio of 80 to 120 stocks and benchmarks its performance against the Russell 2500 Growth Index. Designed for institutional investors, it emphasizes active management and aims to capture value in segments of the market that can be less efficiently priced. Its approach reflects a commitment to disciplined stock selection and risk management, making it a notable vehicle for exposure to dynamic, smaller public companies in the U.S. equity landscape.
Performance
HRNOX had a total return of 62.01% in the past year, including dividends. Since the fund's inception, the average annual return has been 52.05%.
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 Obligations Fund | 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% |