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Grandeur Peak International Opportunities Fund (GPIOX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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3.18000.0000 (0.00%)
At close: 08:05AM EDT

Grandeur Peak International Opportunities Fund

Denver, CO 80203

1290 Broadway, Suite 1100

Financial Investors Trust

Management Information
,Lead Manager since August 30, 2020
Ms. Douglas is Deputy Director of Research at Grandeur Peak Global Advisors. Ms. Douglas has been a portfolio manager for the Grandeur Peak Global Reach Fund since 2018, a portfolio manager of the Grandeur Peak International Opportunities Fund since 2020, and the Grandeur Peak Global Explorer Fund since inception in December 2021. She is also a Sr. Research Analyst. Before becoming a research analyst, Ms. Douglas worked as a global equities trader and as a manager on the operations team. Before joining Grandeur Peak Global Advisors in 2013, Ms. Douglas was a Financial Analyst at Adidas in Portland, Oregon. Previously, Ms. Douglas spent four years in various roles on the operations team at Wasatch Advisors, including her final role as Senior International Trade Analyst. Ms. Douglas graduated cum laude from Westminster College earning a BS in Business with a concentration in Finance.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryForeign Small/Mid Growth
Fund FamilyGrandeur Peak Funds
Net Assets542.66M
YTD Return-5.10%
Yield0.25%
Morningstar Rating★★★
Inception DateOct 16, 2011

Fund Operations

Last Dividend0.01
Last Cap Gain12.00
Holdings Turnover28.00%
Average for CategoryN/A

Fees & Expenses

ExpenseGPIOXCategory Average
Annual Report Expense Ratio (net)1.31%1.30%
Prospectus Net Expense Ratio1.31%N/A
Prospectus Gross Expense Ratio1.36%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.37%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A