Morningstar

Grandeur Peak Global Opportunities Fund Institutional Class GPGIX

Morningstar Medalist Rating
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Medalist Rating as of See Grandeur Peak Investment Hub
  • NAV / 1-Day Return $3.90  /  −0.51 %
  • Fund Size $338.3M
  • Adjusted Expense Ratio 1.400%
  • Net Expense Ratio 1.330%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Global Small/Mid Stock
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.94%
  • Turnover Ratio 60%
NAV and 1-Day Return as of

Morningstar’s Analysis GPGIX

Will GPGIX 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 GPGIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the GPGIX 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 GPGIX’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 Opportunities Instl holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings GPGIX

More GPGIX 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
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