Hood River International Opportunity Fund

Shareclass

Hood River International Opportunity Ret (HRITX)

Type

Open-end mutual fund

Manager

Hood River Capital Management

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

Unranked

Not ranked due to low data coverage

% Equileap coverage

32%

Gender balance in leadership and workforce

23/40

See the score criteria

Equal compensation and work life balance

6/30

See the score criteria

Policies promoting gender equality

15/20

See the score criteria

Commitment, transparency, and accountability

1/10

See the score criteria

Sustainability report card

As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.

Hood River International Opportunity Fund HRITX

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

N/A

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

Search more funds

Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Legrand SA
0.58% of assets
$264,578 invested
2. Prysmian SpA
0.72% of assets
$331,182 invested
3. Siemens Energy AG Ordinary Shares
1.92% of assets
$875,948 invested
4. nVent Electric PLC
0.8% of assets
$367,110 invested
5. Basic-Fit NV
0.21% of assets
$94,616 invested
6. Pentair PLC
0.69% of assets
$315,406 invested
7. Capital Power Corp
1.29% of assets
$589,037 invested
8. Bombardier Inc Registered Shs -B- Subord Vtg
1.09% of assets
$497,777 invested
9. Just Group PLC
2.03% of assets
$928,320 invested
10. Saab AB Class B
0.88% of assets
$400,214 invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. FTAI Aviation Ltd
1.25% of assets
$572,847 invested
2. TFI International Inc
0.95% of assets
$433,369 invested
3. Viking Holdings Ltd
0.98% of assets
$448,795 invested
4. Verona Pharma PLC ADR
0.45% of assets
$204,893 invested
5. NexGen Energy Ltd
1.31% of assets
$598,759 invested
6. Secure Waste Infrastructure Corp
1.81% of assets
$826,274 invested
7. Mitsubishi Heavy Industries Ltd
0.29% of assets
$132,468 invested
8. Fabrinet
2.11% of assets
$965,493 invested
9. Kyushu Electric Power Co Inc
0.37% of assets
$170,747 invested
10. Silex Systems Ltd
0.07% of assets
$29,868 invested

Find sustainably-invested mutual funds and ETFs

Top-scoring funds

Search for funds from your 401(k), retirement plan, or personal portfolio

Financial performance

Performance data provided by

Find more financial data on HRITX at Morningstar.com

Gender Equality and Returns

Returns chart for Hood River International Opportunity Fund

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

HRITX

Hood River International Opportunity Fund

Family

Hood River Capital Management

Category

Foreign Small/Mid Growth

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher 3-yr returns

0.72% more in annualized returns

Lower overall gender equality score

12 / 100 points lower

Lower gender balance in leadership and workforce score

2 / 40 points lower

Lower equal compensation and work life balance score

6 / 30 points lower

Lower policies promoting gender equality score

2 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Current fund

HRITX

Hood River International Opportunity Fund

Family

Hood River Capital Management

Category

Foreign Small/Mid Growth

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher 3-yr returns

0.72% more in annualized returns

Lower overall gender equality score

12 / 100 points lower

Lower gender balance in leadership and workforce score

2 / 40 points lower

Lower equal compensation and work life balance score

6 / 30 points lower

Lower policies promoting gender equality score

2 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Current fund

HRITX

Hood River International Opportunity Fund

Family

Hood River Capital Management

Category

Foreign Small/Mid Growth

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher 3-yr returns

0.72% more in annualized returns

Lower overall gender equality score

12 / 100 points lower

Lower gender balance in leadership and workforce score

2 / 40 points lower

Lower equal compensation and work life balance score

6 / 30 points lower

Lower policies promoting gender equality score

2 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Month-end trailing returns

Performance as of date: 3/31/25

Morningstar suggested benchmark: MSCI ACWI Ex USA NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
HRITX - Hood River International Opportunity Fund

-0.58%

5.66%

45 / 100 points

Benchmark

6.75%

4.94%

11%

4.92%

57 / 100 points

Fund compared to benchmark

-7.33%

0.72%

12 / 100 points lower

Find more financial data on HRITX at Morningstar.com

What's next?

Learn how to make a change and move your money

Get started with our action toolkit

Action toolkit

Ask your employer about gender-lens investing in your retirement plan

Use our toolkit

Find socially responsible funds that invest in gender equality

Find top-scoring funds

Learn more about As You Sow's Invest Your Values program

Invest Your Values

Visit Fossil Free Funds to measure the climate risk of this portfolio

See climate risk

Disclaimer: As You Sow is not an investment adviser

As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer