Grandeur Peak Global Stalwarts Fund
Shareclass
Grandeur Peak Global Stalwarts Instl (GGSYX)
Type
Open-end mutual fund
Manager
Gender equality score
45
/ 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: 1,040 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
7/30
Policies promoting gender equality
16/20
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 Stalwarts Fund GGSYX
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. Halma PLC0.94% of assets$1.09M invested
- 2. Kongsberg Gruppen ASA0.32% of assets$366,742 invested
- 3. WiseTech Global Ltd0.78% of assets$905,647 invested
- 4. Globant SA1.74% of assets$2.01M invested
- 5. Baltic Classifieds Group PLC0.37% of assets$432,734 invested
- 6. IMCD NV1.09% of assets$1.27M invested
- 7. Intermediate Capital Group PLC<0.01% of assets$7,877 invested
- 8. nVent Electric PLC0.48% of assets$550,206 invested
- 9. Virbac SA0.92% of assets$1.06M invested
- 10. Lululemon Athletica Inc1.89% of assets$2.18M 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. DigitalOcean Holdings Inc0.47% of assets$542,310 invested
- 2. Clearwater Analytics Holdings Inc Class A0.86% of assets$997,765 invested
- 3. Ollie's Bargain Outlet Holdings Inc0.79% of assets$910,702 invested
- 4. Ryan Specialty Holdings Inc Class A0.65% of assets$747,560 invested
- 5. Vertiv Holdings Co Class A0.6% of assets$698,141 invested
- 6. CVC Capital Partners PLC0.85% of assets$977,551 invested
- 7. Jeol Ltd0.95% of assets$1.1M invested
- 8. BayCurrent Inc2.69% of assets$3.11M invested
- 9. Boot Barn Holdings Inc0.51% of assets$590,320 invested
- 10. FormFactor Inc0.41% of assets$471,549 invested
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Financial performance
Performance data provided by
Find more financial data on GGSYX at Morningstar.com
Find more financial data on GGSYX 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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