HRIOX – Hood River International Opp Instl Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital. The fund will invest primarily in common stocks and other equity securities of small-capitalization companies that are located in non-U.S. developed or emerging markets countries. Under normal market conditions, the fund will invest in issuers located in at least ten of the countries included in the Morgan Stanley Capital International AC World Index ex USA Small Cap Index. The adviser is expected to maintain a portfolio of approximately 80-85 stocks, which is constructed with the overall goal of mitigating both issuer-specific and portfolio risk.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
HRITX	Hood River International Opportunity Fund Retirement Shares	No Load	Open			Dec 22, 2021	$45.86M	1.160%	Average	$0	$39.21M
HRIIX	Hood River International Opportunity Fund Investor Shares	No Load	Open			Aug 11, 2023	$102.32M	1.510%	High	$1,000	$16.85M
HRIOX	Hood River International Opportunity Fund Institutional Shares	Institutional	Open			Sep 28, 2021	$387.11M	1.250%	High	$25,000	$247.91M

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