Morningstar

Grandeur Peak Global Micro Cap Fund Institutional Class GPMCX

Morningstar Medalist Rating
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Medalist Rating as of See Grandeur Peak Investment Hub
  • NAV / 1-Day Return $16.60  /  −0.48 %
  • Fund Size $47.3M
  • Adjusted Expense Ratio 2.000%
  • Net Expense Ratio 2.000%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Foreign Small/Mid Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 1.75%
  • Turnover Ratio 51%
NAV and 1-Day Return as of

Morningstar’s Analysis GPMCX

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

  • People Pillar

    The People Pillar is our evaluation of the GPMCX 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 GPMCX’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 Micro Cap 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
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Portfolio Holdings GPMCX

More GPMCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Pennant Group Inc

3.64 2M
Healthcare

AZoom Co Ltd

2.98 1M
Real Estate

Kogan.com Ltd

2.55 1M
Consumer Cyclical

IPD Group Ltd

2.50 1M
Industrials

CVS Group PLC

2.41 1M
Healthcare

Charm Care Corp

2.14 966,771
Healthcare

ULS Group Inc

2.04 919,760
Technology

Biosyent Inc

1.96 882,778
Healthcare

Vitec Software Group AB Class B

1.88 845,767
Technology

M-Tron Industries Inc

1.76 791,589
Technology

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