Grandeur Peak Global Opportunities Fund

Shareclass
Grandeur Peak Global Opportunities Instl (GPGIX)
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

F
2.9
percentile

Universe: Groups

Group: International Equity Funds

Ranking: 1,069 out of 1,100 funds


See more funds from this group
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 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
21/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
7/30
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. Halma PLC
    0.47% of assets
    $2.55M invested
  • 2. Globant SA
    1.03% of assets
    $5.52M invested
  • 3. PagerDuty Inc
    0.4% of assets
    $2.16M invested
  • 4. Upwork Inc
    0.42% of assets
    $2.23M invested
  • 5. Virbac SA
    2.46% of assets
    $13.2M invested
  • 6. Lululemon Athletica Inc
    0.29% of assets
    $1.58M invested
  • 7. Softcat PLC
    1.18% of assets
    $6.33M invested
  • 8. Elastic NV
    0.77% of assets
    $4.15M invested
  • 9. Schott Pharma AG & CO KGaA
    0.57% of assets
    $3.03M invested
  • 10. Medpace Holdings Inc
    0.41% of assets
    $2.2M 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. Integral Corp
    1.35% of assets
    $7.22M invested
  • 2. DigitalOcean Holdings Inc
    0.6% of assets
    $3.21M invested
  • 3. Clearwater Analytics Holdings Inc Class A
    0.65% of assets
    $3.48M invested
  • 4. Ollie's Bargain Outlet Holdings Inc
    0.5% of assets
    $2.68M invested
  • 5. Gentex Corp
    0.46% of assets
    $2.45M invested
  • 6. Qualys Inc
    0.9% of assets
    $4.85M invested
  • 7. Jeol Ltd
    0.4% of assets
    $2.12M invested
  • 8. BayCurrent Inc
    2.98% of assets
    $15.97M invested
  • 9. Boot Barn Holdings Inc
    0.67% of assets
    $3.58M invested
  • 10. Neogen Corp
    0.5% of assets
    $2.68M invested
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Financial performance
Performance data provided byMorningstarFind more financial data on GPGIX at Morningstar.com
Gender Equality and Returns
Returns chart for Grandeur Peak Global Opportunities 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
GPGIX
Grandeur Peak Global Opportunities Fund
Family
Grandeur Peak Funds
Category
Global Small/Mid Stock
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
3.02% less  in annualized returns
Lower overall gender equality score 
12 / 100 points lower
Lower gender balance in leadership and workforce score 
5 / 40 points lower
Lower equal compensation and work life balance score 
3 / 30 points lower
Lower policies promoting gender equality score 
3 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Current fund
GPGIX
Grandeur Peak Global Opportunities Fund
Family
Grandeur Peak Funds
Category
Global Small/Mid Stock
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
3.02% less  in annualized returns
Lower overall gender equality score 
12 / 100 points lower
Lower gender balance in leadership and workforce score 
5 / 40 points lower
Lower equal compensation and work life balance score 
3 / 30 points lower
Lower policies promoting gender equality score 
3 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Current fund
GPGIX
Grandeur Peak Global Opportunities Fund
Family
Grandeur Peak Funds
Category
Global Small/Mid Stock
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
3.02% less  in annualized returns
Lower overall gender equality score 
12 / 100 points lower
Lower gender balance in leadership and workforce score 
5 / 40 points lower
Lower equal compensation and work life balance score 
3 / 30 points lower
Lower policies promoting gender equality score 
3 / 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
GPGIX - Grandeur Peak Global Opportunities Fund
-1.4%
-2.74%
6.38%
5.74%
43  / 100 points
Benchmark
ACWI - iShares MSCI ACWI ETF
12%
10%
13%
8.76%
55  / 100 points
Fund compared to benchmark
 
-13.59%
-13.2%
-6.75%
-3.02%
12  / 100 points lower
Find more financial data on GPGIX at Morningstar.com
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