HRNIX

Active

Hood River New Opportunities Fund

Category: US Equity (9,528 funds)

Expense Ratio
0.95%
Annual Cost per $10K
$95.00
30-Year Fee Drag per $10K
$17,869
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+35.07%

Asset Allocation

US Equity
79%
Intl Equity
7%
Cash
14%

Fee Comparison

HRNIX
0.95%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

10% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+66.80%15 months
Compare to

Fee Impact Calculator

$
%
HRNIX at 0.95%$291,266
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$89,346
Cost vs index fund−$86,158

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
HRNIXHood River New Opportunities Fund0.95%
IWMiShares Russell 2000 ETF0.19%
AICCXInvestment Co of America0.32%
QLDProShares Ultra QQQ0.95%
IWOiShares Russell 2000 Growth ETF0.24%
GTSAXInvesco Small Cap Growth Fund0.81%
AFMFXAmerican Mutual Fund0.57%
AMCFXAMCAP Fund0.43%
SSOProShares Ultra S&P5000.89%
FSSNXFidelity Small Cap Index Fund0.03%
HRSIXHood River Small-Cap Growth Fund1.07%
FCAGXFidelity Small Cap Growth Fund0.92%
TIBOXThornburg Investment Income Builder Fund0.84%
IWNiShares Russell 2000 Value ETF0.24%
DFSTXU.S. SMALL CAP PORTFOLIO$1M min0.27%
IBBiShares Biotechnology ETF0.44%
DFASDimensional U.S. Small Cap ETF0.27%
PEIYXPutnam Large Cap Value Fund0.63%
AAGTXAmerican Funds 2040 Target Date Retirement Fund0.68%
CALFPacer US Small Cap Cash Cows 100 ETF0.59%
llpfxLongleaf Partners Fund0.79%
SMEAXInvesco Small Cap Equity Fund0.88%
TQQQProShares UltraPro QQQ0.84%
TRQZXT. Rowe Price Mid-Cap Growth Fund, Inc.0.61%
ACSHXInvesco Comstock Fund0.51%
MRFOXMARSHFIELD CONCENTRATED OPPORTUNITY FUND1.02%
DFSVXU.S. SMALL CAP VALUE PORTFOLIO$1M min0.31%
GGAFXGuidePath Growth Allocation Fund0.81%
FGRCXFidelity Mega Cap Stock Fund0.47%
SPEMSPDR Portfolio Emerging Markets ETF0.07%
FSCRXFidelity Small Cap Discovery Fund0.91%
DFSCXU.S. MICRO CAP PORTFOLIO$1M min0.41%
CGPAXAmerican Funds Growth Portfolio0.99%
DFFVXU.S. Targeted Value Portfolio$1M min0.29%
IWPiShares Russell Mid-Cap Growth ETF0.23%
OAYMXOakmark Fund0.68%
FGLGXFidelity Series Large Cap Stock Fund0.00%
PRNHXT. Rowe Price New Horizons Fund, Inc.0.79%
ARZMXAMG River Road Small Cap Value Fund1.02%
IJKiShares S&P Mid-Cap 400 Growth ETF0.17%
FGIDXFidelity Growth and Income Portfolio0.46%
FFOJXSelect Technology Portfolio0.91%
FNIAXFidelity Advisor New Insights Fund0.90%
XBISPDR(R) S&P(R) Biotech ETF0.35%
JMGFXJPMorgan Mid Cap Growth Fund1.09%
NLSAXNeuberger Berman Long Short Fund1.68%
PNSAXPutnam Small Cap Growth Fund1.17%
PDPInvesco Dorsey Wright Momentum ETF0.62%
DFATDimensional U.S. Targeted Value ETF0.28%
BLPAXAmerican Funds Moderate Growth and Income Portfolio0.93%
RWJInvesco S&P SmallCap 600 Revenue ETF0.39%
TCPWXTransamerica Capital Growth0.74%
XMHQInvesco S&P MidCap Quality ETF0.25%
PAFDXT. Rowe Price Equity Income Fund0.98%
ARANXHorizon Active Risk Assist Fund1.32%
JGLYXJPMorgan Small Cap Growth Fund1.24%
PJARXSmallCap Value Fund II0.94%
TRTZXT. Rowe Price Mid-Cap Value Fund, Inc.0.05%
MCPRXMFS Mid Cap Growth Fund1.02%
FHZTXFidelity Large Cap Stock Fund1.02%
VSCAXInvesco Small Cap Value Fund1.35%
RWKInvesco S&P MidCap 400 Revenue ETF0.39%
ROMProShares Ultra Technology0.95%
WFPRXAllspring Special Mid Cap Value Fund0.70%
TRZVXT. Rowe Price Small-Cap Value Fund, Inc.0.64%
XARSPDR(R) S&P(R) Aerospace & Defense ETF0.35%
TQAIXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund0.65%
BPAVXBoston Partners All-Cap Value Fund0.80%
FFDKXFidelity Fund0.42%
SZCRXDWS Small Cap Core Fund0.81%
CHCCXAB DISCOVERY GROWTH FUND, INC.0.92%
GNRSPDR(R) S&P(R) Global Natural Resources ETF0.40%
TMSIXTHRIVENT MID CAP STOCK FUND0.74%
LCBEXClearBridge Dividend Strategy Fund0.66%
ACGIXInvesco Growth and Income Fund0.78%
FMSHXFranklin Mutual Shares Fund0.70%
FBIOXSelect Biotechnology Portfolio0.63%
DHMAXDIAMOND HILL SMALL-MID CAP FUND1.21%
DDFIXInvesco Diversified Dividend Fund1.07%
GARUXGoldman Sachs Absolute Return Tracker Fund0.73%
HRNRXHood River New Opportunities Fund0.95%
OSTGXOsterweis Opportunity Fund1.12%
ACRSXColumbia Acorn Fund0.82%
IRCIXVoya RussellTM Small Cap Index Portfolio0.93%
FSLCXFidelity Small Cap Stock Fund0.87%
PJPInvesco Pharmaceuticals ETF0.57%
FASDirexion Daily Financial Bull 3X Shares0.89%
BPSCXBoston Partners Small Cap Value Fund II1.09%
IAAEXTransamerica Mid Cap Value Opportunities0.74%
GRPMInvesco S&P MidCap 400 GARP ETF0.35%
IWCiShares Micro-Cap ETF0.60%
SMLFiShares U.S. Small-Cap Equity Factor ETF0.15%
FDGFXFidelity Dividend Growth Fund1.16%
XOPSPDR(R) S&P(R) Oil & Gas Exploration & Production ETF0.35%
POSKXPRIMECAP Odyssey Stock Fund0.67%
DWASInvesco Dorsey Wright SmallCap Momentum ETF0.60%
QGI2QVIP Growth and Income Portfolio0.49%
POGRXPRIMECAP Odyssey Growth Fund0.66%
FSPHXSelect Health Care Portfolio0.63%
FCPVXFidelity Small Cap Value Fund1.20%
VVOAXInvesco Value Opportunities Fund1.27%

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