Morningstar

Grandeur Peak US Stalwarts Fund Institutional Class GUSYX

Medalist Rating as of Aug 31, 2026 See Grandeur Peak Investment Hub

Strategy

The investment seeks long-term growth of capital. Under normal market conditions, the Adviser will invest at least 80% of the fund's assets at the time of purchase in equity securities of companies that are economically tied to the United States. The Adviser will invest the fund’s assets primarily in equity securities with market capitalizations of more than $1.5 billion at the time of purchase.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
GUSYX	Grandeur Peak US Stalwarts Fund Institutional Class	Institutional	Open			Mar 19, 2020	$14.91M	0.960%	Above Average	$1,000	−$135.15M

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