DRISX Mutual Fund

DRISX Mutual Fund (North Square Small Cap Value Fund Class I) is managed by North Square Investments, LLC with $193.6M in net assets. DRISX expense ratio is 1.05%, holding 85 positions across sectors including Financials, Industrials, Energy. Inception date: 2007-08-22.

DRISX performance shows a YTD return of 13.64%. The 1-year return is 14.96% and the 5-year return is 8.17%. DRISX dividend yield stands at 1.07%.

DRISX top holdings include First American Government Obligations Fund (4.0%), Hancock Whitney Corp Common Stock Usd3.33 (3.5%), Ofg Bancorp Common Stock (3.3%), Cathay Generalbancorp (3.1%), Pelagos Insurance Capital Limited Common Shares (2.5%). Go to all DRISX holdings, DRISX sectors, or DRISX dividends.

DRISX can be compared against other funds. Use DRISX overlap to find shared positions, or DRISX vs another fund for a side-by-side view. DRISX alternatives are available via the screener, along with tax-loss harvesting opportunities.