A Look Under the Hood

(8/30/16) Morningstar lists Hood River as One of 5 Under-the-Radar and Up-and-Coming Funds.

By clicking the button below, please be advised you are leaving the Hood River Capital Mutual Funds page and being directed to a site outside of www.hoodrivercapital.com.  The information contained in this article is current as of August 30, 2016.  The link is not intended to create an offer to sell, or a solicitation of an offer to buy or hold, any securities.  For more information regarding the Fund, holdings and the prospectus please click here.

Past performance does not guarantee future results. Index performance is not indicative of fund performance. Click here to obtain standardized fund performance. Morningstar Small Cap Growth Category performance as of 9/30/18:  1-Year 24.40%; 5-Year 11.73%; 10-Year 12.57%. Investors cannot invest directly in an index.  Earnings growth is not a measure of the Fund’s future performance.  References to other mutual funds should not be considered an offer of those securities.  Each Morningstar Category Average is representative of Fund’s with similar investment objectives.  

Investment Considerations:

The Fund invests in small-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 Hood River Small Cap Growth 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 or go to www.hoodrivercapital.com. Please read the prospectus carefully before investing or sending money.

Investments involve risk, principal loss is possible.

Cash flow is the net amount of cash and cash-equivalents moving into and out of a business.   Sortino Ratio is a measure of volatility that takes the asset’s return and subtracts the risk-free rate, and then divides that amount by the asset’s downside deviation.  Sharpe Ratio is the average return earned in excess of the risk-free rate per unit of volatility or total risk.  Barclays US Aggregate Index is a benchmark that measures the investment grade, US dollar-denominated, fixed-rate taxable bond market.  Russell 2000 Growth Index is defined as an unmanaged, capitalization weighted index of those Russell 2000 companies with higher price-to-book ratios and higher forecasted growth values.  Russell 1000 Growth Index is defined as an unmanaged, capitalization weighted index of those Russell 1000 companies with higher price-to book ratios and higher forecasted growth values. The MSCI ACWI ex US Index is a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of developed and emerging markets, excluding the U.S.

The Hood River Small Cap Growth Fund is distributed by Quasar Distributors, LLC. Hood River Capital is the adviser to the Fund.