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Hood River Small Cap Growth Instl (HRSMX) Fund Ranking and Research

Ranking, Research and Recommendation of Hood River Small Cap Growth Instl (HRSMX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Hood River Small Cap Growth Instl Fund (HRSMX) ManagerFund Manager - Robert C. Marvin

Fund Manager Information

Fund Manager Tenure: 17.5 years
Fund Family: Roxbury Funds
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.73)     (What does this score mean?)

 

Graph of Hood River Small Cap Growth Instl Fund (HRSMX) ProfileHood River Small Cap Growth Instl Fund (HRSMX) Profile

Fund Profile and Description

Hood River Small Cap Growth Instl Fund seeks long-term total return. Hood River Small Cap Growth Instl Fund intends to invest substantially all, but must invest at least 80% of net assets, plus borrowings for investment purposes, in a diversified portfolio of equity securities of small cap companies. The manager defines small cap companies as those with market capitalizations that fall within the range of the Russell 2000 index.

 

Hood River Small Cap Growth Instl (HRSMX) Fund Strength What we like about Hood River Small Cap Growth Instl (HRSMX) Fund

Data for Hood River Small Cap Growth Instl Fund (HRSMX) as of May 30, 2016

  • Hood River Small Cap Growth Instl Fund (HRSMX) management has been with Hood River Small Cap Growth Instl Fund for 17.5 years
  • Hood River Small Cap Growth Instl Fund (HRSMX) has good mid-term performance (3-year return 8.97% vs 6.86% Small Growth category median performance)
  • Hood River Small Cap Growth Instl Fund (HRSMX) has good Long-term performance (5-year return 9.82% vs 7.01% Small Growth category median performance)
  • Hood River Small Cap Growth Instl Fund (HRSMX) ratio of up-years vs down years is greater than 2
  • Hood River Small Cap Growth Instl Fund (HRSMX) has a Morningstar rating of 4 and above
  • Asset base in Hood River Small Cap Growth Instl Fund (HRSMX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Hood River Small Cap Growth Instl Fund (HRSMX) is less volatile than its peers as it has a 3-year Standard Deviation of 14.6, lower than category average of 15.82
  • Hood River Small Cap Growth Instl Fund (HRSMX) has a lower expense ratio than its Small Growth average: 1.20% vs 1.31%
  • Hood River Small Cap Growth Instl Fund (HRSMX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Hood River Small Cap Growth Instl Fund (HRSMX) Weakness What we are cautious about Hood River Small Cap Growth Instl (HRSMX) Fund

Data for Hood River Small Cap Growth Instl Fund (HRSMX) as of May 30, 2016

  • Hood River Small Cap Growth Instl Fund (HRSMX) has a less-than-ideal short-term performance (1-year return -10.23% vs -7.74% Small Growth category median performance)
  • Hood River Small Cap Growth Instl Fund (HRSMX) has an annual stock turnover rate of 142.00% that is higher than the Small Growth average of 63.11%. This could mean Hood River Small Cap Growth Instl is more nimble, but also signal potential high tax impact and high trading fees
See Hood River Small Cap Growth Instl Fund (HRSMX) performance details as of May 30, 2016

 

What do you think?

 

Compare Hood River Small Cap Growth Instl Fund (HRSMX)Compare with other top Small Growth category mutual funds

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Hood River Small Cap Growth Instl-3.46-10.238.979.82
Thrivent Small Cap Stock A (AASMX)5.33-2.128.136.23Compare
Invesco Small Cap Growth A (GTSAX)2.31-6.349.449.20Compare
Brown Advisory Small-Cap Growth Inv (BIASX)1.441.9610.719.36Compare

See top fund managers for Small Growth Category Funds

 

Compare Hood River Small Cap Growth Instl Fund (HRSMX)Compare with Small Growth category ETFs

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Small Cap Gr AlphaDEX ETF (FYC)2.08%0.72%8.41%
iShares S&P Small-Cap 600 Growth (IJT)3.38%0.39%10.55%
SPDR S&P 600 Small Cap Growth ETF (SLYG)3.30%0.18%10.49%
Vanguard S&P Small-Cap 600 Growth ETF (VIOG)2.78%0.08%10.38%
Vanguard Small-Cap Growth ETF (VBK)000

 

Graph of Hood River Small Cap Growth Instl Fund (HRSMX) Net Asset TrackingHood River Small Cap Growth Instl (HRSMX) Fund Net Asset

Track net asset change of Hood River Small Cap Growth Instl fund (HRSMX)

DateNet Asset
05/2016$130.32M
03/2016$130.24M
02/2016$119.19M
More historic net asset information on Hood River Small Cap Growth Instl Fund (HRSMX)

  

Graph of Hood River Small Cap Growth Instl Fund (HRSMX) Portfolio TrackingHood River Small Cap Growth Instl (HRSMX) Fund Portfolio Allocation

Track portfolio allocation change of Hood River Small Cap Growth Instl fund (HRSMX)

DateCashStockBondOther
03/20164.6%95.39%0%0%
12/20152.77%97.23%0%0%
09/20155.08%94.92%0%0%
Click here to see more historic asset allocation information on Hood River Small Cap Growth Instl Fund (HRSMX)

 

graph of Hood River Small Cap Growth Instl Fund (HRSMX) Top 10 Position TrackingTop 10 Holdings in Hood River Small Cap Growth Instl (HRSMX) Fund

Discover what Hood River Small Cap Growth Instl Fund (HRSMX) manager is buying

Mar 30, 2016
On Assignment, Inc. Common Stoc [3.98%]
VCA Inc. [3.31%]
Oclaro, Inc. [2.84%]
Imperva, Inc. Common Stock [2.68%]
Microsemi Corporation [2.5%]
Proofpoint, Inc. [2.2%]
PRA Health Sciences, Inc. [1.96%]
ExlService Holdings, Inc. [1.95%]
Fabrinet Ordinary Shares [1.92%]
Maximus, Inc. Common Stock [1.78%]

Dec 30, 2015
Diplomat Pharmacy, Inc. Common [3.88%]
VCA Inc. [3.13%]
JinkoSolar Holding Company Limi [3.08%]
Imperva, Inc. Common Stock [2.48%]
comScore, Inc. [2.42%]
Heartland Payment Systems, Inc. [2.22%]
2U, Inc. [2.12%]
Charles River Laboratories Inte [2.07%]
SolarCity Corporation [2.07%]
On Assignment, Inc. Common Stoc [2.05%]

Sep 29, 2015
On Assignment, Inc. Common Stoc [3.63%]
Callidus Software, Inc. [3.31%]
Amsurg Corp. [2.92%]
Lithia Motors, Inc. Common Stoc [2.46%]
JinkoSolar Holding Company Limi [2.39%]
Proofpoint, Inc. [2.2%]
U S Concrete, Inc. [2.04%]
Team Health Holdings, Inc. Team [2.03%]
VCA Inc. [1.98%]
inContact, Inc. [1.89%]
Click here for Stock Holding Change Map in Hood River Small Cap Growth Instl Fund (HRSMX)

  

Latest News on Hood River Small Cap Growth Instl (HRSMX) Fund

See what is happening with Hood River Small Cap Growth Instl Fund (HRSMX)

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Hood River Small Cap Growth Instl Fund (HRSMX) Related ResourcesSee more information on Hood River Small Cap Growth Instl (HRSMX) Fund

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