Hood River Small-Cap Growth Fund, Institutional Shares (HRSMX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.67: the stock has moved about 67% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerHood River Small-Cap Growth Fund, Institutional Shares (HRSMX) trades at $103.79. Hood River Small-Cap Growth Fund, Institutional Shares (HRSMX) is a financial services company focused on asset management. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for HRSMX: HRSMX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Hood River Small-Cap Growth Fund, Institutional Shares (HRSMX) Financial Services Profile
Hood River Small-Cap Growth Fund, Institutional Shares (HRSMX) is an asset management fund focusing on U.S. small-cap companies, targeting firms with robust growth potential or undervalued status within the S&P SmallCap 600 and Russell 2000 Growth Index ranges, offering investors exposure to dynamic smaller enterprises.
What Is the Investment Thesis for HRSMX?
HRSMX presents an investment opportunity in the small-cap growth segment of the U.S. equity market. With a market cap of $5.52 billion and a beta of 1.67, the fund offers exposure to potentially high-growth companies, albeit with a higher degree of volatility. The fund's strategy of targeting companies within the S&P SmallCap 600 and Russell 2000 Growth Index ranges provides a defined universe for investment. A key value driver is the fund's ability to identify undervalued companies with strong growth characteristics. The absence of a dividend yield means that returns are solely dependent on capital appreciation. The fund's performance will be influenced by overall market conditions, particularly the performance of small-cap stocks, as well as the fund manager's stock selection skills.
Based on FMP financials and quantitative analysis
HRSMX Key Highlights
HRSMX focuses on U.S. small-cap companies, providing exposure to a specific segment of the equity market.
- The fund targets companies with strong growth characteristics or those undervalued relative to their profitability.
- The fund's market capitalization is $5.52 billion, reflecting its size and scope within the asset management industry.
- HRSMX has a beta of 1.67, indicating higher volatility compared to the broader market.
- The fund does not offer a dividend yield, focusing instead on capital appreciation for investors.
Who Are HRSMX's Competitors?
HRSMX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| ANOIX American Century Small Cap Growth Fund - Investor Class | $23.76 | +1.19% | $5.62B | — |
| ANONX American Century Small Cap Growth Fund - I Class | $25.16 | +1.17% | $5.62B | — |
| ASVIX American Century Small Cap Value Fund Investor Class | $10.10 | +0.90% | $4.18B | — |
| GSSIX Goldman Sachs Small Cap Value Fund Institutional Shares | $43.33 | +1.03% | $4.77B | — |
| HRSRX Hood River Small Cap Growth Fund - Investor Shares | $100.74 | +1.69% | $6.54B | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | 49 5-pillar |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | 67 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 55 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are HRSMX's Key Strengths?
Experienced investment team.
- Focus on a specific market segment (small-cap growth).
- Disciplined investment process.
- Established brand within the institutional investor community.
What Are HRSMX's Weaknesses?
High beta indicating higher volatility.
- Dependence on market conditions and stock selection skills.
- Absence of dividend yield may deter some investors.
- Relatively small market cap compared to larger asset managers.
What Are the Key Risks for HRSMX?
Market volatility and economic downturns negatively impacting investment returns.
- Underperformance of small-cap stocks relative to other asset classes.
- Increased competition from other asset managers.
- Regulatory changes and compliance costs.
- Loss of key investment personnel.
What Are HRSMX's Competitive Advantages?
- Established track record in small-cap investing.
- Experienced investment team with expertise in growth stock selection.
- Disciplined investment process focused on fundamental research.
- Brand recognition within the institutional investment community.
What Does HRSMX Do?
Hood River Small-Cap Growth Fund, Institutional Shares (HRSMX) is an actively managed fund that focuses on investing in small-capitalization U.S. companies. The fund's investment strategy centers around identifying companies with strong growth characteristics or those that are undervalued relative to their underlying profitability. HRSMX operates under the principle of investing at least 80% of its net assets, plus any borrowings for investment purposes, in the common stocks of these selected companies. The fund's target universe consists of companies with market capitalizations consistent with the ranges of the S&P SmallCap 600® Index and the Russell 2000® Growth Index, which are widely recognized benchmarks for the small-cap segment of the U.S. equity market. By adhering to these indices, HRSMX aims to provide investors with exposure to a diverse portfolio of smaller, high-potential companies. The fund's investment decisions are guided by Hood River's assessment of a company's growth prospects and valuation, seeking to capitalize on opportunities where growth is not fully reflected in the market price. HRSMX is designed for investors seeking capital appreciation through investments in the small-cap segment, with a focus on growth-oriented and undervalued companies.
What Products and Services Does HRSMX Offer?
- Invests in common stocks of U.S. corporations.
- Focuses on small-cap companies.
- Targets companies with strong growth characteristics.
- Seeks undervalued companies relative to profitability.
- Operates within the S&P SmallCap 600 and Russell 2000 Growth Index ranges.
- Aims for capital appreciation for investors.
How Does HRSMX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Focuses on actively managing a portfolio of small-cap stocks.
- Utilizes a research-driven investment process to identify attractive investment opportunities.
What Industry Does HRSMX Operate In?
HRSMX operates within the asset management industry, which is characterized by intense competition and evolving investor preferences. The industry is influenced by macroeconomic factors, market volatility, and regulatory changes. Trends include the increasing popularity of passive investing, the growing importance of ESG factors, and the rise of fintech solutions. HRSMX competes with other asset management firms, including ANOIX, ANONX, ASVIX, GSSIX, and HRSRX, all vying for investor capital in the small-cap growth space. The fund's success depends on its ability to deliver competitive returns and attract investors seeking exposure to this segment of the market.
Who Are HRSMX's Key Customers?
- Institutional investors seeking exposure to small-cap growth stocks.
- Pension funds.
- Endowments.
- Other financial institutions.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
HRSMX Financials
Bull Case vs Bear Case
Bull Case
- Experienced investment team.
- Focus on a specific market segment (small-cap growth).
- Disciplined investment process.
- Established brand within the institutional investor community.
Bear Case
- High beta indicating higher volatility.
- Dependence on market conditions and stock selection skills.
- Absence of dividend yield may deter some investors.
- Relatively small market cap compared to larger asset managers.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
HRSMX Latest News
No recent news available for HRSMX.
HRSMX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for HRSMX.
Price Targets
Wall Street price target analysis for HRSMX.
HRSMX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for HRSMX; grades run from A+ (80-100) to F (below 30).
HRSMX Financials Stock FAQ
What are the main risks for HRSMX?
The primary risks associated with HRSMX include market risk, which refers to the potential for losses due to overall market declines or economic downturns. Small-cap stocks are generally more volatile than large-cap stocks, making HRSMX more susceptible to market fluctuations.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The information provided is based on available data and should not be considered investment advice.
- Investors should conduct their own research and consult with a financial advisor before making any investment decisions.