Hood River New Opportunities Fund - Manager Directed Portfolios

Shareclass
Hood River New Opportunities Fund Institutional Shares (HRNOX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Hood River New Opportunities Fund - Manager Directed Portfolios

FUND COVERAGE
# of holdings74
% of assets64%
Score
38 / 100
Rank

15.4 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #879 out of 1,038

Grade
F

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

20 / 40

Gender Equality: Equal Compensation and Work Life Balance

4 / 30

Gender Equality: Policies Promoting Gender Equality

14 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Ralph Lauren Corp
         % of fund invested: 0.66%
         $USD invested: $2.47M
  • 2. Neurocrine Biosciences Inc
         % of fund invested: 1.1%
         $USD invested: $4.1M
  • 3. DuPont de Nemours Inc
         % of fund invested: 0.26%
         $USD invested: $953,383
  • 4. Cytokinetics Inc
         % of fund invested: 0.07%
         $USD invested: $251,110
  • 5. Ciena Corp
         % of fund invested: 1.3%
         $USD invested: $4.84M
  • 6. Axon Enterprise Inc
         % of fund invested: 0.5%
         $USD invested: $1.86M
  • 7. Williams-Sonoma Inc
         % of fund invested: 0.56%
         $USD invested: $2.08M
  • 8. Freshpet Inc
         % of fund invested: 0.31%
         $USD invested: $1.16M
  • 9. Twilio Inc
         % of fund invested: 1.17%
         $USD invested: $4.38M
  • 10. East West Bancorp Inc
         % of fund invested: 0.61%
         $USD invested: $2.28M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. TG Therapeutics Inc
         % of fund invested: 0.18%
         $USD invested: $690,280
  • 2. RadNet Inc
         % of fund invested: 0.94%
         $USD invested: $3.51M
  • 3. Nuvalent Inc
         % of fund invested: 0.42%
         $USD invested: $1.57M
  • 4. Bridgebio Pharma Inc
         % of fund invested: 0.8%
         $USD invested: $2.98M
  • 5. Kratos Defense & Security Solutions Inc
         % of fund invested: 1.91%
         $USD invested: $7.15M
  • 6. QXO Inc
         % of fund invested: 1.53%
         $USD invested: $5.7M
  • 7. Scholar Rock Holding Corp
         % of fund invested: 0.9%
         $USD invested: $3.36M
  • 8. Rocket Lab Corp
         % of fund invested: 1%
         $USD invested: $3.74M
  • 9. Madrigal Pharmaceuticals Inc
         % of fund invested: 1.24%
         $USD invested: $4.62M
  • 10. Celsius Holdings Inc
         % of fund invested: 1.09%
         $USD invested: $4.06M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Hood River New Opportunities Fund - Manager Directed Portfolios

Totals

Holdings
Assets
Weight
Prisons
1.0
$1.86M
0.5%
     Prisons high risk
1.0
$1.86M
0.5%
     Private prisons
0.0
$0
0%
Borders
1.0
$1.86M
0.5%
     Borders high risk
1.0
$1.86M
0.5%
Total
1.0
$1.86M
0.5%
Full fund results

Holdings — 1 flagged holdings

1.
Axon Enterprise Inc
Prisons
Borders
$1.86M
0.5%
Prisons
Borders :
$1.86M
0.5%
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