Nasdaq - Delayed Quote USD

Grandeur Peak Global Opportunities Fund (GPGIX)

3.4700 +0.0200 (+0.58%)
At close: 8:00 PM EDT

Fund Summary

The fund invests primarily in foreign and domestic small- and micro-cap companies. Under normal market conditions, the Adviser will invest the fund's assets primarily in equity securities of foreign and domestic companies with market capitalizations of less than $5 billion at the time of purchase. It will typically invest in securities issued by companies economically tied to at least three countries, including the United States.

Grandeur Peak Global Opportunities Fund

Denver, CO 80203
1290 Broadway, Suite 1100

Fund Overview

Category World Small/Mid Stock
Fund Family Grandeur Peak Funds
Net Assets 596.68M
YTD Return -5.19%
Yield 0.73%
Morningstar Rating
Inception Date Oct 17, 2011

Fund Operations

Last Dividend 0.03
Last Cap Gain 12.00
Holdings Turnover 28.00%
Average for Category --

Fees & Expenses

Expense GPGIX Category Average
Annual Report Expense Ratio (net) 1.30% 1.26%
Prospectus Net Expense Ratio 1.30% --
Prospectus Gross Expense Ratio 1.36% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.21%
Max Deferred Sales Load -- 1.14%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Mr. Gardiner has been with Grandeur Peak Global Advisors as a Research Analyst since 2013, after having worked at the firm building financial models with his father, Robert Gardiner. He was appointed as a portfolio manager of the Grandeur Peak Global Opportunities Fund in 2021. Mr. Gardiner graduated magna cum laude from the University of Utah with a B.S. degree in mathematics. He also earned a MBA degree from the London Business School in London, England

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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