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% | 14.30B | Feb 2019 | HRIIX vs VFSAX | |
| DFA International Vector Equity Portfolio | 0.36% | — | Aug 2008 | HRIIX vs DFVQX |
Best Risk-Adjusted Alternatives to HRIIX
HRIIX has a PortfoliosLab risk / return rank of 96. There is 1 mutual fund in the Foreign Small & Mid Cap Equities category with a higher risk-adjusted rank, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 96 | — | Sep 2021 | HRIIX vs HRIOX | |
| Avantis International Small Cap Value Fund Class G | 84 | — | Jan 2021 | HRIIX vs AVANX | |
| Virtus International Small-Cap Fund | 84 | — | Dec 1997 | HRIIX vs ALOIX | |
| DFA World ex U.S. Targeted Value Portfolio | 79 | — | Oct 2012 | HRIIX vs DWUSX | |
| Lazard International Small Cap Equity Portfolio | 75 | — | Nov 1993 | HRIIX vs LZISX |
Top Performing HRIIX Alternatives (YTD)
HRIIX is at 49.49% YTD. There is 1 mutual fund in the Foreign Small & Mid Cap Equities category with a higher YTD return, going as high as 49.59%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 49.59% | — | Sep 2021 | HRIIX vs HRIOX | |
| Calamos International Small Cap Growth Fund | 34.54% | — | Mar 2022 | HRIIX vs CSGIX | |
| Lazard International Small Cap Equity Portfolio | 30.69% | — | Nov 1993 | HRIIX vs LZISX | |
| Artisan International Explorer Fund | 24.31% | — | May 2022 | HRIIX vs ARHBX | |
| Pear Tree Polaris International Opportunities Fund | 20.47% | — | Jan 2019 | HRIIX vs QISIX |
Lowest Volatility Alternatives to HRIIX
HRIIX has 25.67% 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 11.14%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 11.14% | — | Jun 2014 | HRIIX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 11.91% | — | Jun 2012 | HRIIX vs MIDLX | |
| MFS International New Discovery Fund | 11.93% | — | Oct 1997 | HRIIX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.33% | — | Mar 2007 | HRIIX vs HLMSX | |
| Brandes International Small Cap Equity Fund | 12.57% | — | Jan 2012 | HRIIX vs BISAX |
Lowest Drawdown Alternatives to HRIIX
HRIIX has a 1-year max drawdown of -13.78%. There are 79 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 | |
| WCM International Small Cap Growth Fund | -9.81% | — | Nov 2015 | HRIIX vs WCMSX | |
| 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 | |
| William Blair International Small Cap Growth Fund | -10.09% | — | Oct 2005 | HRIIX vs WISIX |
Often Compared With HRIIX
Investors most often compare HRIIX with RYIPX, IEGAX, ARTJX. 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