Grandeur Peak Global Fund Fundamentals
| GPMCX Fund | USD 14.78 0.04 0.27% |
Grandeur Peak Global fundamentals help investors to digest information that contributes to Grandeur Peak's financial success or failures. It also enables traders to predict the movement of Grandeur Mutual Fund. The fundamental analysis module provides a way to measure Grandeur Peak's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Grandeur Peak mutual fund.
Grandeur |
Grandeur Peak Global Mutual Fund Three Year Return Analysis
Grandeur Peak's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Grandeur Peak Three Year Return | (4.94) % |
Most of Grandeur Peak's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Grandeur Peak Global is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Grandeur Peak Global has a Three Year Return of -4.9363%. This is much lower than that of the Grandeur Peak Funds family and significantly lower than that of the Foreign Small/Mid Growth category. The three year return for all United States funds is notably higher than that of the company.
Grandeur Peak Global Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Grandeur Peak's current stock value. Our valuation model uses many indicators to compare Grandeur Peak value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Grandeur Peak competition to find correlations between indicators driving Grandeur Peak's intrinsic value. More Info.Grandeur Peak Global is one of the top funds in year to date return among similar funds. It also is one of the top funds in one year return among similar funds reporting about 1.94 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Grandeur Peak's earnings, one of the primary drivers of an investment's value.Grandeur Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Grandeur Peak's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Grandeur Peak could also be used in its relative valuation, which is a method of valuing Grandeur Peak by comparing valuation metrics of similar companies.Grandeur Peak is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Grandeur Peak
The fund invests 99.65% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.35%) .Asset allocation divides Grandeur Peak's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Grandeur Fundamentals
| Year To Date Return | 7.46 % | ||||
| One Year Return | 14.51 % | ||||
| Three Year Return | (4.94) % | ||||
| Five Year Return | 9.34 % | ||||
| Net Asset | 45.13 M | ||||
| Minimum Initial Investment | 2 K | ||||
| Last Dividend Paid | 0.18 | ||||
| Cash Position Weight | 0.35 % | ||||
| Equity Positions Weight | 99.65 % |
About Grandeur Peak Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Grandeur Peak Global's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Grandeur Peak using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Grandeur Peak Global based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund invests primarily in foreign and domestic micro-cap companies. The Adviser will invest at least 80 percent of the funds assets in equity securities of foreign and domestic companies with market capitalizations of less than 1 billion at the time of purchase. The fund will invest a significant portion of its assets in securities issued by companies that are economically tied to countries outside the United States. It may invest a significant amount of its total assets in securities issued by companies economically tied to emerging and frontier market countries.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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.
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Commodity Directory Find actively traded commodities issued by global exchanges | |
| FinTech Suite Use AI to screen and filter profitable investment opportunities | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum |