Grandeur Peak Global Explorer Fund
Shareclass
Grandeur Peak Global Explorer Instl (GPGEX)
Type
Open-end mutual fund
Manager
Gender equality score
43
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity Funds
Ranking: 1,059 out of 1,100 funds
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Groups
Categories
Gender balance in leadership and workforce
22/40
Equal compensation and work life balance
6/30
Policies promoting gender equality
15/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Grandeur Peak Global Explorer Fund GPGEX
Environment
Social
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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. Etsy Inc0.32% of assets$39,370 invested
- 2. Halma PLC0.21% of assets$26,642 invested
- 3. Globant SA0.81% of assets$100,260 invested
- 4. IMCD NV0.25% of assets$31,074 invested
- 5. BioMerieux SA0.22% of assets$26,705 invested
- 6. Intermediate Capital Group PLC0.45% of assets$55,813 invested
- 7. Upwork Inc0.43% of assets$53,852 invested
- 8. Virbac SA0.85% of assets$104,787 invested
- 9. Lululemon Athletica Inc0.97% of assets$120,118 invested
- 10. Cloudflare Inc0.41% of assets$50,654 invested
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. Integral Corp0.47% of assets$58,162 invested
- 2. DigitalOcean Holdings Inc0.4% of assets$49,112 invested
- 3. Clearwater Analytics Holdings Inc Class A0.64% of assets$78,904 invested
- 4. JMDC Inc Ordinary Shares0.33% of assets$40,958 invested
- 5. Coupang Inc Ordinary Shares - Class A0.35% of assets$43,917 invested
- 6. Ollie's Bargain Outlet Holdings Inc0.45% of assets$55,532 invested
- 7. Ryan Specialty Holdings Inc Class A0.41% of assets$50,401 invested
- 8. Gentex Corp0.35% of assets$43,675 invested
- 9. Qualys Inc0.68% of assets$84,343 invested
- 10. CVC Capital Partners PLC0.17% of assets$20,599 invested
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Financial performance
Performance data provided by
Find more financial data on GPGEX at Morningstar.com
Find more financial data on GPGEX at Morningstar.comGender Equality and Returns
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.
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