Hood River Small-Cap Growth Fund Retirement Shares (HRSIX)

Overview

The fund focuses on investing a predominant portion of its assets in common stocks of U.S. corporations. Specifically tailored for those investors seeking exposure in the small-cap segment, the investment approach is grounded on selecting companies that exhibit strong growth potential or present a value opportunity because their market prices are perceived to be lower than their actual profitability suggests. By aligning its investment portfolio with the market capitalization ranges of the S&P SmallCap 600® Index and the Russell 2000® Growth Index, the fund specifically targets small-cap companies. This strategy is meticulously implemented by Hood River, which evaluates and determines the suitability of companies based on their growth characteristics or undervalued status in the market relative to their fundamental profitability.

Products and Services

• Investment in U.S. Small-Cap Stocks

  This service constitutes the core of the fund’s offering, dedicating at least 80% of its net assets, along with any funds borrowed for investment purposes, to acquiring common stocks of small-cap companies within the United States. These are businesses that, at the point of purchase, fall within the market capitalization ranges identified by the S&P SmallCap 600® Index and the Russell 2000® Growth Index. Target companies are those perceived by Hood River as possessing substantial growth potential or being undervalued relative to their actual profitability in the marketplace.