Hood River Small-Cap Growth Fund (HRSMX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HRSMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HRSMX
HRSMX charges 1.09% annually. There are 84 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | HRSMX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | HRSMX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | HRSMX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | HRSMX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | HRSMX vs VISGX |
Best Risk-Adjusted Alternatives to HRSMX
HRSMX has a PortfoliosLab risk / return rank of 85. There are 10 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 95 | — | Dec 2016 | HRSMX vs NESIX | |
| Needham Small Cap Growth Fund | 95 | — | May 2002 | HRSMX vs NESGX | |
| Dana Epiphany ESG Small Cap Equity Fund | 92 | — | Nov 2015 | HRSMX vs DSCIX | |
| Needham Aggressive Growth Fund Institutional Class | 92 | — | Dec 2016 | HRSMX vs NEAIX | |
| Needham Aggressive Growth Fund | 91 | — | Sep 2001 | HRSMX vs NEAGX |
Top Performing HRSMX Alternatives (YTD)
HRSMX is at 35.16% YTD. There are 13 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 83.93%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 83.93% | — | Dec 2016 | HRSMX vs NESIX | |
| Needham Small Cap Growth Fund | 83.39% | — | May 2002 | HRSMX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 58.23% | — | Dec 2016 | HRSMX vs NEAIX | |
| Needham Aggressive Growth Fund | 57.94% | — | Sep 2001 | HRSMX vs NEAGX | |
| Oberweis Micro Cap Fund | 47.10% | — | Dec 1995 | HRSMX vs OBMCX |
Lowest Volatility Alternatives to HRSMX
HRSMX has 27.70% 1-year volatility. There are 153 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.48%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.48% | — | Nov 1995 | HRSMX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.39% | — | Jul 2011 | HRSMX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.28% | — | Jan 1997 | HRSMX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.30% | — | Sep 1988 | HRSMX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.32% | — | Jul 1999 | HRSMX vs NBGIX |
Lowest Drawdown Alternatives to HRSMX
HRSMX has a 1-year max drawdown of -12.29%. There are 50 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | HRSMX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | HRSMX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | HRSMX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | HRSMX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | HRSMX vs RFIMX |
Other Mutual Funds from Hood River Capital Management
The 1 most viewed Hood River Capital Management mutual funds shown here include HRIOX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Hood River International Opportunity Fund | Foreign Small & Mid Cap Equities | 94 | 42.08% | — | Sep 2021 | HRSMX vs HRIOX |
Often Compared With HRSMX
Investors most often compare HRSMX with FTHNX, CSMCX, OBSOX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare HRSMX with Any Fund or Stock
Compare HRSMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HRSMX with funds that move differently
Hood River Small-Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HRSMX.
Explore HRSMX Diversifiers