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Morningstar

Grandeur Peak Global Micro Cap Instl GPMCX

Morningstar Medalist Rating
Medalist Rating as of | See Grandeur Peak Investment Hub
  • NAV / 1-Day Return 13.40  /  −1.40 %
  • Total Assets 45.1 Mil
  • Adj. Expense Ratio
    1.850%
  • Expense Ratio 1.850%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Foreign Small/Mid Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Limited
  • TTM Yield —
  • Turnover 37%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0

Morningstar’s Analysis GPMCX

Will GPMCX outperform in 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.

A sound investment process and strong management team underpin Grandeur Peak Global Micro Cap Instl's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GPMCX

More GPMCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Kogan.com Ltd

2.74 1.2 Mil
Consumer Cyclical

Swedencare AB

2.72 1.2 Mil
Healthcare

oRo Co Ltd

2.24 1.0 Mil
Technology

Beenos Inc

2.19 984,489
Consumer Cyclical

Gulf Oil Lubricants India Ltd

2.10 946,748
Basic Materials

Barrett Business Services Inc

1.88 848,873
Industrials

Fiducian Group Ltd

1.86 836,762
Financial Services

ULS Group Inc

1.84 827,564
Technology

The Hackett Group Inc

1.69 763,191
Technology

Volution Group PLC

1.66 749,665
Industrials