Morningstar

Grandeur Peak Global Contrarian Fund Institutional Class GPGCX

Morningstar Medalist Rating
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Medalist Rating as of See Grandeur Peak Investment Hub
  • NAV / 1-Day Return $19.21  /  −0.52 %
  • Fund Size $147.7M
  • Adjusted Expense Ratio 1.210%
  • Net Expense Ratio 1.210%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Global Small/Mid Stock
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 4.06%
  • Turnover Ratio 67%
NAV and 1-Day Return as of

Morningstar’s Analysis GPGCX

Will GPGCX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GPGCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the GPGCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of GPGCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Grandeur Peak Global Contrarian Instl holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings GPGCX

More GPGCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Interpump Group SpA

3.48 5M
Industrials

Ollie's Bargain Outlet Holdings Inc

3.29 5M
Consumer Defensive

IMCD NV

3.05 4M
Basic Materials

Recordati SpA Az nom Post raggruppamento

3.01 4M
Healthcare

CVS Group PLC

2.95 4M
Healthcare

Dollar General Corp

2.94 4M
Consumer Defensive

Virbac SA

2.62 4M
Healthcare

Melexis NV

2.29 3M
Technology

Charm Care Corp

2.29 3M
Healthcare

AtriCure Inc

2.28 3M
Healthcare

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