Morningstar

Hood River International Opportunity Fund Institutional Shares HRIOX

Morningstar Medalist Rating
Medalist Rating as of | See Hood River Capital Management Investment Hub
  • NAV / 1-Day Return 19.97  /  +2.31 %
  • Total Assets 535.3M
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Foreign Small/Mid Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 25,000
  • Status Open
  • TTM Yield 1.09%
  • Turnover 108%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:57 AM GMT+0

Morningstar’s Analysis HRIOX

Will HRIOX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HRIOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HRIOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HRIOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Hood River International Opp Instl holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HRIOX

More HRIOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Treasury Obligs X

4.98 32M
Cash and Equivalents

Applied Digital Corp

4.57 29M
Technology

Kioxia Holdings Corp Ordinary Shares

3.47 22M
Technology

Aixtron SE

3.35 21M
Technology

Taiwan Union Technology Corp

2.82 18M
Technology

MEC Co Ltd

2.33 15M
Basic Materials

BE Semiconductor Industries NV

2.22 14M
Technology

Electro Optic Systems Hldgs Ltd

2.08 13M
Industrials

ASE Technology Holding Co Ltd

2.00 13M
Technology

Hyosung Heavy Industries Co Ltd Ordinary Shares

1.88 12M
Industrials

Sponsor Center