Morningstar

Grandeur Peak US Stalwarts Fund Institutional Class GUSYX

Morningstar Medalist Rating
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Medalist Rating as of See Grandeur Peak Investment Hub
  • NAV / 1-Day Return $21.68  /  −0.37 %
  • Fund Size $14.9M
  • Adjusted Expense Ratio 0.960%
  • Net Expense Ratio 0.890%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 172%
NAV and 1-Day Return as of

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
Rated on Published on

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Portfolio Holdings GUSYX

More GUSYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Rosebank Industries PLC Ordinary Shares

7.14 1M
Financial Services

Kadant Inc

5.28 894,518
Industrials

LeMaitre Vascular Inc

3.78 640,241
Healthcare

Littelfuse Inc

3.18 538,514
Technology

Monolithic Power Systems Inc

3.16 536,187
Technology

ITT Inc

2.99 506,804
Industrials

PJT Partners Inc Class A

2.91 493,148
Financial Services

Loar Holdings Inc

2.91 492,498
Industrials

Federal Signal Corp

2.82 477,809
Industrials

AtriCure Inc

2.72 461,276
Healthcare

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