Grandeur Peak Global Contrarian Fund

Shareclass
Grandeur Peak Global Contrarian Instl (GPGCX)
Type
Open-end mutual fund
Gender equality score
Gender equality score

43
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

Unranked

Not ranked due to low data coverage

% Equileap coverage
24%
Gender balance in leadership and workforce
Gender balance in leadership and workforce
20/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
8/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
15/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
0/10
See the score criteria
Top scoring holdings
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Virbac SA
    1.22% of assets
    $2.11M invested
  • 2. Lululemon Athletica Inc
    0.74% of assets
    $1.27M invested
  • 3. Wendel SE
    0.98% of assets
    $1.68M invested
  • 4. MA Financial Group Ltd
    1.13% of assets
    $1.96M invested
  • 5. Burford Capital Ltd
    1.16% of assets
    $2.01M invested
  • 6. Western Alliance Bancorp
    1.45% of assets
    $2.5M invested
  • 7. YETI Holdings Inc
    1.3% of assets
    $2.25M invested
  • 8. B&M European Value Retail SA
    2.26% of assets
    $3.9M invested
  • 9. Antin Infrastructure Partners
    0.65% of assets
    $1.13M invested
  • 10. Parex Resources Inc
    0.34% of assets
    $587,468 invested
Bottom scoring holdings
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Jeol Ltd
    1.01% of assets
    $1.74M invested
  • 2. BayCurrent Inc
    2.13% of assets
    $3.67M invested
  • 3. Central Automotive Products Ltd
    0.84% of assets
    $1.45M invested
  • 4. Five Below Inc
    1.94% of assets
    $3.34M invested
  • 5. Alamo Group Inc
    1.19% of assets
    $2.05M invested
  • 6. Inter Cars SA
    0.75% of assets
    $1.29M invested
  • 7. Littelfuse Inc
    0.76% of assets
    $1.31M invested
  • 8. WH Group Ltd Shs Unitary 144A/Reg S
    0.89% of assets
    $1.54M invested
  • 9. Grocery Outlet Holding Corp
    1.16% of assets
    $2M invested
  • 10. Dollar General Corp
    1.17% of assets
    $2.03M invested
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Financial performance
Performance data provided byMorningstarFind more financial data on GPGCX at Morningstar.com
Gender Equality and Returns
Returns chart for Grandeur Peak Global Contrarian Fund
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
Current fund
GPGCX
Grandeur Peak Global Contrarian Fund
Family
Grandeur Peak Funds
Category
Foreign Small/Mid Value
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 3/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 5-yr returns 
8.99% more  in annualized returns
Lower overall gender equality score 
14 / 100 points lower
Lower gender balance in leadership and workforce score 
5 / 40 points lower
Lower equal compensation and work life balance score 
5 / 30 points lower
Lower policies promoting gender equality score 
2 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Current fund
GPGCX
Grandeur Peak Global Contrarian Fund
Family
Grandeur Peak Funds
Category
Foreign Small/Mid Value
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 3/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 5-yr returns 
8.99% more  in annualized returns
Lower overall gender equality score 
14 / 100 points lower
Lower gender balance in leadership and workforce score 
5 / 40 points lower
Lower equal compensation and work life balance score 
5 / 30 points lower
Lower policies promoting gender equality score 
2 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Current fund
GPGCX
Grandeur Peak Global Contrarian Fund
Family
Grandeur Peak Funds
Category
Foreign Small/Mid Value
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 3/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 5-yr returns 
8.99% more  in annualized returns
Lower overall gender equality score 
14 / 100 points lower
Lower gender balance in leadership and workforce score 
5 / 40 points lower
Lower equal compensation and work life balance score 
5 / 30 points lower
Lower policies promoting gender equality score 
2 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
GPGCX - Grandeur Peak Global Contrarian Fund
10%
6.8%
20%
/
43  / 100 points
Benchmark
ACWX - iShares MSCI ACWI ex U.S. ETF
6.75%
4.94%
11%
4.92%
57  / 100 points
Fund compared to benchmark
 
3.74%
1.86%
8.99%
/
14  / 100 points lower
Find more financial data on GPGCX at Morningstar.com
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