Morningstar Prospects List
(8/6/25) We are pleased to share that Hood River’s US Small/Mid Cap Growth strategy has been added to Morningstar’s Prospects List. This list provides a way for Morningstar to formally track strategies their analysts believe to have investment merit. Note that while the mutual fund vehicle for our SMID Growth strategy is coming up on its one-year anniversary, Morningstar utilized the 10+ years of historical composite data in their analysis. These historical returns are also included in the New Opportunity fund’s prospectus.
Investment Considerations:
All investing includes risk, including the loss of principal. The New Opportunities Fund invests in small-cap and mid-cap securities which present a greater risk of loss than large-cap securities, and in growth companies which can be more sensitive to the company’s earnings and more volatile than the stock market in general. The Fund may also invest in foreign securities which are subject to risks including currency fluctuations, economic and political change and differing accounting standards. The Fund may invest in derivatives and IPOs, which are highly volatile. Additional risk information may be found in the prospectus.
Investors should carefully consider the Fund’s investment objective, risks, charges and expenses before investing. For a prospectus, which contains this and other important information about the Fund, please call 800-497-2960. Please read the prospectus carefully before investing or sending money.
The Hood River New Opportunities Fund is distributed by Quasar Distributors, LLC. Hood River Capital Management LLC serves as the advisor to the Hood River New Opportunities Fund.
NOT FDIC INSURED-NO BANK GUARANTEE-MAY LOSE VALUE
