Grandeur Peak is trading at 3.63 as of the 11th of December 2024; that is 0.27 percent down since the beginning of the trading day. The fund's open price was 3.64. Grandeur Peak has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 11th of November 2024 and ending today, the 11th of December 2024. Click here to learn more.
The fund invests primarily in foreign and domestic small- and micro-cap companies. Under normal market conditions, the Adviser will invest the funds assets primarily in equity securities of foreign and domestic companies with market capitalizations of less than 5 billion at the time of purchase. More on Grandeur Peak Global
Grandeur Peak Global [GPGIX] is traded in USA and was established 11th of December 2024. Grandeur Peak is listed under Grandeur Peak Funds category by Fama And French industry classification. The fund is listed under World Small/Mid Stock category and is part of Grandeur Peak Funds family. This fund currently has accumulated 674.15 M in assets under management (AUM) with minimum initial investment of 2 K. Grandeur Peak Global is currently producing year-to-date (YTD) return of 15.54% with the current yeild of 0.01%, while the total return for the last 3 years was -9.08%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Grandeur Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Grandeur Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Grandeur Peak Global Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in Grandeur Mutual Fund
Grandeur Peak financial ratios help investors to determine whether Grandeur Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Grandeur with respect to the benefits of owning Grandeur Peak security.