Morningstar

Grandeur Peak US Stalwarts Fund Institutional Class GUSYX

Morningstar Medalist Rating
Medalist Rating as of | See Grandeur Peak Investment Hub
  • NAV / 1-Day Return 22.12  /  −0.23 %
  • Total Assets 16.4M
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.880%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 98%

USD | NAV as of Jul 21, 2026 | 1-Day Return as of Jul 21, 2026, 12:55 AM GMT+0

Morningstar’s Analysis GUSYX

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

  • People Pillar

    The People Pillar is our evaluation of the GUSYX 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 GUSYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Grandeur Peak US Stalwarts Institutional 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
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Portfolio Holdings GUSYX

More GUSYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Rosebank Industries PLC Ordinary Shares

7.01 1M
Financial Services

Primoris Services Corp

5.23 924,408
Industrials

Monolithic Power Systems Inc

4.36 770,074
Technology

Kadant Inc

3.65 644,593
Industrials

LeMaitre Vascular Inc

3.57 631,172
Healthcare

Littelfuse Inc

3.11 550,075
Technology

ITT Inc

3.06 540,137
Industrials

Marex Group PLC

2.92 515,574
Financial Services

M-Tron Industries Inc

2.88 509,665
Technology

Bel Fuse Inc Class B

2.63 464,515
Technology

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