Hood River International Opportunity Fund Investor Class (HRIIX) belongs to the Foreign Small & Mid Cap Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HRIIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HRIIX
HRIIX charges 1.51% annually. There are 84 mutual funds in the Foreign Small & Mid Cap Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series International Small Cap Fund | 0.03% | — | Dec 2009 | HRIIX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | — | Jun 2021 | HRIIX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | — | Apr 2009 | HRIIX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | 13.80B | Feb 2019 | HRIIX vs VFSAX | |
| Avantis International Small Cap Value Fund Institu... | 0.36% | — | Dec 2019 | HRIIX vs AVDVX |
Best Risk-Adjusted Alternatives to HRIIX
HRIIX has a PortfoliosLab risk / return rank of 64. There are 12 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus International Small-Cap Fund | 88 | — | Dec 1997 | HRIIX vs ALOIX | |
| Avantis International Small Cap Value Fund Institu... | 82 | — | Dec 2019 | HRIIX vs AVDVX | |
| Avantis International Small Cap Value Fund Class G | 81 | — | Jan 2021 | HRIIX vs AVANX | |
| RBB Free Market International Equity Fund | 80 | — | Dec 2007 | HRIIX vs FMNEX | |
| Hotchkis & Wiley International Small Cap Diversifi... | 78 | — | Jun 2020 | HRIIX vs HWTIX |
Top Performing HRIIX Alternatives (YTD)
HRIIX is at 22.22% YTD. There are 2 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 25.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Artisan International Explorer Fund | 25.92% | — | May 2022 | HRIIX vs ARHBX | |
| Hood River International Opportunity Fund | 22.33% | — | Sep 2021 | HRIIX vs HRIOX | |
| Lazard International Small Cap Equity Portfolio | 21.53% | — | Nov 1993 | HRIIX vs LZISX | |
| AMG Yacktman Special Opportunities Fund | 18.06% | — | Jun 2014 | HRIIX vs YASLX | |
| Causeway International Small Cap Fund | 17.06% | — | Oct 2014 | HRIIX vs CVISX |
Lowest Volatility Alternatives to HRIIX
HRIIX has 28.74% 1-year volatility. There are 97 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 11.07%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 11.07% | — | Jun 2014 | HRIIX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 12.51% | — | Jun 2012 | HRIIX vs MIDLX | |
| MFS International New Discovery Fund | 12.54% | — | Oct 1997 | HRIIX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.71% | — | Mar 2007 | HRIIX vs HLMSX | |
| Pear Tree Polaris Foreign Value Small Cap Fund | 12.86% | — | Apr 2008 | HRIIX vs QUSIX |
Lowest Drawdown Alternatives to HRIIX
HRIIX has a 1-year max drawdown of -23.96%. There are 96 mutual funds in the Foreign Small & Mid Cap Equities category with shallower 1-year drawdowns, going as shallow as -9.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Artisan International Explorer Fund | -9.51% | — | May 2022 | HRIIX vs ARHBX | |
| Virtus International Small-Cap Fund | -10.07% | — | Dec 1997 | HRIIX vs ALOIX | |
| Invesco Global Opportunities Fund Class A | -10.08% | — | Oct 1990 | HRIIX vs OPGIX | |
| Artisan International Small-Mid Fund | -10.10% | — | Dec 2001 | HRIIX vs ARTJX | |
| AMG Yacktman Special Opportunities Fund | -10.18% | — | Jun 2014 | HRIIX vs YASLX |
Other Mutual Funds from Hood River
The 1 most viewed Hood River mutual funds shown here include HRSMX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Hood River Small-Cap Growth Fund | Small Cap Growth Equities | 72 | 22.22% | — | Jan 2003 | HRIIX vs HRSMX |
Often Compared With HRIIX
Investors most often compare HRIIX with RYIPX, IEGAX, FOPIX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare HRIIX with Any Fund or Stock
Compare HRIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HRIIX with funds that move differently
Hood River International Opportunity Fund Investor Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HRIIX.
Explore HRIIX Diversifiers