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% | 14.30B | Feb 2019 | HRIOX vs VFSAX | |
| Avantis International Small Cap Value Fund Institu... | 0.36% | — | Dec 2019 | HRIOX vs AVDVX |
Best Risk-Adjusted Alternatives to HRIOX
HRIOX has a PortfoliosLab risk / return rank of 91. No mutual funds in the Foreign Small & Mid Cap Equities category have higher risk-adjusted ranks; the top alternatives shown here go as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund Investor... | 91 | — | Aug 2023 | HRIOX vs HRIIX | |
| Virtus International Small-Cap Fund | 84 | — | Dec 1997 | HRIOX vs ALOIX | |
| Avantis International Small Cap Value Fund Class G | 72 | — | Jan 2021 | HRIOX vs AVANX | |
| Avantis International Small Cap Value Fund Institu... | 71 | — | Dec 2019 | HRIOX vs AVDVX | |
| DFA World ex U.S. Targeted Value Portfolio | 67 | — | Oct 2012 | HRIOX vs DWUSX |
Top Performing HRIOX Alternatives (YTD)
HRIOX is at 34.51% YTD. No mutual funds in the Foreign Small & Mid Cap Equities category have higher YTD returns; the top-performing alternatives shown here go as high as 34.37%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund Investor... | 34.37% | — | Aug 2023 | HRIOX vs HRIIX | |
| Lazard International Small Cap Equity Portfolio | 24.74% | — | Nov 1993 | HRIOX vs LZISX | |
| Calamos International Small Cap Growth Fund | 23.47% | — | Mar 2022 | HRIOX vs CSGIX | |
| Artisan International Explorer Fund | 19.56% | — | May 2022 | HRIOX vs ARHBX | |
| Pear Tree Polaris International Opportunities Fund | 17.52% | — | Jan 2019 | HRIOX vs QISIX |
Lowest Volatility Alternatives to HRIOX
HRIOX has 26.88% 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 11.15%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 11.15% | — | Jun 2014 | HRIOX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 12.30% | — | Jun 2012 | HRIOX vs MIDLX | |
| MFS International New Discovery Fund | 12.33% | — | Oct 1997 | HRIOX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.48% | — | Mar 2007 | HRIOX vs HLMSX | |
| Brandes International Small Cap Equity Fund Class ... | 12.71% | — | Feb 2012 | HRIOX vs BISMX |
Lowest Drawdown Alternatives to HRIOX
HRIOX 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 | HRIOX vs ARHBX | |
| WCM International Small Cap Growth Fund | -9.81% | — | Nov 2015 | HRIOX vs WCMSX | |
| 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 | |
| William Blair International Small Cap Growth Fund | -10.09% | — | Oct 2005 | HRIOX vs WISIX |
Other Mutual Funds from Hood River Capital Management
The 1 most viewed Hood River Capital Management 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 | 86 | 30.43% | — | Jan 2003 | HRIOX vs HRSMX |
Often Compared With HRIOX
Investors most often compare HRIOX with IWM, GPIOX, IEGAX. 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