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Grandeur Peak Global Opportunities Fund Institutional Class (GPGIX)

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3.62 0.00    0%
16/05 - Closed. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 548.07M
Grandeur Peak Global Opportunities Instl 3.62 0.00 0%

GPGIX Overview

 
Find basic information about the Grandeur Peak Global Opportunities Fund Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add GPGIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change4.02%
Prev. Close3.62
Risk Rating
TTM Yield0.77%
ROE20.49%
IssuerN/A
Turnover28%
ROA10.21%
Inception Date40833
Total Assets548.07M
Expenses1.30%
Min. Investment1,000
Market Cap2.21B
CategoryWorld Small/Mid Stock
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Grandeur Peak Global Opportunities Fund Institutional Class Analysis


Performance

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Condition

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Frequency

Frequency

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 896 943 990 753 1362 1971
Fund Return -10.39% -5.74% -1.01% -9.02% 6.37% 7.02%
Place in category 147 152 132 112 47 23
% in Category 95 100 78 76 40 20

Top Equity Funds by Grandeur Peak Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Grandeur Peak Intl Stalwarts Instl 1.62B -7.73 -8.78 -
  Grandeur Peak International Opps 506.83M -9.52 -10.73 4.64
  Grandeur Peak Emerg Mkts Opps Instl 340.69M -4.64 -6.18 4.28
  Grandeur Peak Global Reach Instl 182.25M -6.39 -8.59 6.67
  US31761R7733 120.49M -7.95 -10.00 -

Top Funds for World Small/Mid Stock Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds SMALLCAP World A 28.11B -2.28 -6.46 7.58
  American Funds SMALLCAP World R6 24.39B -2.15 -6.10 7.98
  American Funds SMALLCAP World F2 9.54B -2.20 -6.21 7.86
  Old Westbury Small & Mid Cap Strate 8.56B -0.32 -5.33 4.91
  Oppenheimer Global Opportunities A 1.74B -9.49 -15.83 5.73

Top Holdings

Name ISIN Weight % Last Change %
  B&M European Value Retail SA LU1072616219 3.47 543.60 -0.18%
  Littelfuse US5370081045 2.90 259.76 +4.13%
  CVS Group GB00B2863827 2.56 1,008.00 -2.33%
  Endava US29260V1052 2.51 29.00 -4.32%
  Virbac FR0000031577 2.34 354.50 -1.39%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Neutral
Technical Indicators Strong Buy BUY BUY
Summary Strong Buy Buy Neutral
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