Hood River New Opportunities Fund

Shareclass
Hood River New Opportunities Inst (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

FUND COVERAGE
# of holdings70
% of assets68%
Score
39 / 100
Rank

26.8 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #795 out of 1,085

Grade
D

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

15 / 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. Neurocrine Biosciences Inc
         % of fund invested: 0.76%
         $USD invested: $1.28M
  • 2. Tapestry Inc
         % of fund invested: 0.35%
         $USD invested: $591,488
  • 3. DuPont de Nemours Inc
         % of fund invested: 0.55%
         $USD invested: $915,196
  • 4. Parsons Corp
         % of fund invested: 0.89%
         $USD invested: $1.48M
  • 5. Ciena Corp
         % of fund invested: 1.48%
         $USD invested: $2.46M
  • 6. Axon Enterprise Inc
         % of fund invested: 0.91%
         $USD invested: $1.52M
  • 7. Williams-Sonoma Inc
         % of fund invested: 0.62%
         $USD invested: $1.03M
  • 8. Western Alliance Bancorp
         % of fund invested: 0.59%
         $USD invested: $977,011
  • 9. Corning Inc
         % of fund invested: 0.67%
         $USD invested: $1.13M
  • 10. Freshpet Inc
         % of fund invested: 0.43%
         $USD invested: $722,211
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. TG Therapeutics Inc
         % of fund invested: 0.24%
         $USD invested: $408,127
  • 2. RadNet Inc
         % of fund invested: 0.94%
         $USD invested: $1.58M
  • 3. QXO Inc
         % of fund invested: 2.31%
         $USD invested: $3.86M
  • 4. Kratos Defense & Security Solutions Inc
         % of fund invested: 1.41%
         $USD invested: $2.36M
  • 5. Scholar Rock Holding Corp
         % of fund invested: 0.84%
         $USD invested: $1.4M
  • 6. Varonis Systems Inc
         % of fund invested: 1.02%
         $USD invested: $1.7M
  • 7. Clearwater Analytics Holdings Inc Class A
         % of fund invested: 1.27%
         $USD invested: $2.12M
  • 8. Madrigal Pharmaceuticals Inc
         % of fund invested: 0.84%
         $USD invested: $1.4M
  • 9. Celsius Holdings Inc
         % of fund invested: 0.81%
         $USD invested: $1.35M
  • 10. DigitalOcean Holdings Inc
         % of fund invested: 0.33%
         $USD invested: $548,181

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

Totals

Holdings
Assets
Weight
Prisons
1
$1.52M
0.91%
     Prisons high risk
1
$1.52M
0.91%
     Private prisons
0
$0
0%
Borders
1
$1.52M
0.91%
     Borders high risk
1
$1.52M
0.91%
Total
1
$1.52M
0.91%
Full fund results

Holdings — 1 flagged holdings

1.
Axon Enterprise Inc
Prisons
Borders
$1.52M
0.91%
Prisons
Borders :
$1.52M
0.91%
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