HRIOX - Hood River International Opportunity Fund - Institutional Shares

Nasdaq - Nasdaq Delayed Price. Currency in USD

Hood River International Opportunity Fund - Institutional Shares

Minnetonka, MN 55343

6001 Shady Oak Road, Suite 200

Manager Directed Portfolios

800-497-2960
Management Information
Brian P. Smoluch,Lead Manager since September 27, 2021
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.

Fund Overview

CategoryForeign Small/Mid Growth
Fund FamilyHood River Capital Management
Net Assets2.07M
YTD Return13.87%
Yield0.00%
Morningstar RatingN/A1
Inception DateSep 27, 2021

Fund Operations

Last DividendN/A
Last Cap Gain-37.00
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

ExpenseHRIOXCategory Average
Annual Report Expense Ratio (net)1.52%1.30%
Prospectus Net Expense Ratio1.52%N/A
Prospectus Gross Expense Ratio12.59%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.37%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A