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Grandeur Peak US Stalwarts Fund Institutional Class (GUSYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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19.05-0.31 (-1.60%)
At close: 08:00PM EDT

Grandeur Peak US Stalwarts Fund Institutional Class

Financial Investors Trust

1290 Broadway, Suite 1100

Denver, CO 80203

Management Information
Randy E. Pearce,Lead Manager since March 18, 2020
Mr. Pearce, CIO and Portfolio Manager, has been a senior research analyst at Grandeur Peak Global Advisors, with a specialty focus on the financial sector, since the firm’s inception in 2011. Prior to Grandeur Peak, Mr. Pearce was a junior and later senior research analyst at Wasatch Advisors from 2005-2009. In 2010, Mr. Pearce interned at Thornburg Investment Management as a global equities analyst while earning his MBA. Mr. Pearce has a B.A. in Business Administration from the University of Utah and an MBA from the University of California at Berkeley. He holds the CFA designation, having passed each of the three levels on his first attempt. Mr. Pearce speaks Portuguese and lived in Brazil for two years.
Morningstar Style Box
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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.

Fund Overview

CategoryMid-Cap Growth
Fund FamilyGrandeur Peak Funds
Net Assets171.23M
YTD Return-14.77%
Morningstar RatingN/A1
Inception DateMar 18, 2020

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover24.00%
Average for CategoryN/A

Fees & Expenses

ExpenseGUSYXCategory Average
Annual Report Expense Ratio (net)1.00%1.09%
Prospectus Net Expense Ratio1.00%N/A
Prospectus Gross Expense Ratio6.10%N/A
Max 12b1 Fee0.00%N/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.27%
3 Yr Expense Projection352N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A