Hood River International Opportunity Fund (HRIOX) 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 HRIOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HRIOX
HRIOX charges 1.50% annually. There are 82 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 | HRIOX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | — | Jun 2021 | HRIOX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | — | Apr 2009 | HRIOX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | 13.80B | Feb 2019 | HRIOX vs VFSAX | |
| DFA International Vector Equity Portfolio | 0.36% | — | Aug 2008 | HRIOX vs DFVQX |
Best Risk-Adjusted Alternatives to HRIOX
HRIOX has a PortfoliosLab risk / return rank of 72. There are 11 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 | HRIOX vs ALOIX | |
| Avantis International Small Cap Value Fund Institu... | 85 | — | Dec 2019 | HRIOX vs AVDVX | |
| Avantis International Small Cap Value Fund Class G | 85 | — | Jan 2021 | HRIOX vs AVANX | |
| Hotchkis & Wiley International Small Cap Diversifi... | 83 | — | Jun 2020 | HRIOX vs HWTIX | |
| RBB Free Market International Equity Fund | 82 | — | Dec 2007 | HRIOX vs FMNEX |
Top Performing HRIOX Alternatives (YTD)
HRIOX is at 19.05% YTD. There is 1 mutual fund in the Foreign Small & Mid Cap Equities category with a higher YTD return, going as high as 24.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Artisan International Explorer Fund | 24.77% | — | May 2022 | HRIOX vs ARHBX | |
| Hood River International Opportunity Fund Investor... | 18.99% | — | Aug 2023 | HRIOX vs HRIIX | |
| Lazard International Small Cap Equity Portfolio | 18.32% | — | Nov 1993 | HRIOX vs LZISX | |
| AMG Yacktman Special Opportunities Fund | 17.51% | — | Jun 2014 | HRIOX vs YASLX | |
| Hotchkis & Wiley International Small Cap Diversifi... | 16.77% | — | Jun 2020 | HRIOX vs HWTIX |
Lowest Volatility Alternatives to HRIOX
HRIOX has 28.70% 1-year volatility. There are 98 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 | HRIOX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 12.47% | — | Jun 2012 | HRIOX vs MIDLX | |
| MFS International New Discovery Fund | 12.50% | — | Oct 1997 | HRIOX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.64% | — | Mar 2007 | HRIOX vs HLMSX | |
| Pear Tree Polaris Foreign Value Small Cap Fund | 12.83% | — | Apr 2008 | HRIOX vs QUSIX |
Lowest Drawdown Alternatives to HRIOX
HRIOX 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 | HRIOX vs ARHBX | |
| Virtus International Small-Cap Fund | -10.07% | — | Dec 1997 | HRIOX vs ALOIX | |
| Invesco Global Opportunities Fund Class A | -10.08% | — | Oct 1990 | HRIOX vs OPGIX | |
| Artisan International Small-Mid Fund | -10.10% | — | Dec 2001 | HRIOX vs ARTJX | |
| AMG Yacktman Special Opportunities Fund | -10.18% | — | Jun 2014 | HRIOX 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 | 74 | 20.60% | — | Jan 2003 | HRIOX vs HRSMX |
Often Compared With HRIOX
Investors most often compare HRIOX with GPIOX, IWM, GICIX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare HRIOX with Any Fund or Stock
Compare HRIOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HRIOX with funds that move differently
Hood River International Opportunity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HRIOX.
Explore HRIOX Diversifiers