DRISX Mutual Fund

DRISX Mutual Fund (North Square Small Cap Value Fund Class I) is managed by North Square Investments, LLC with $203.0M in net assets. DRISX expense ratio is 1.05%, holding 78 positions across sectors including Financials, Industrials, Health Care. Inception date: 2007-08-22.

DRISX performance shows a YTD return of 22.72%. The 1-year return is 34.51% and the 5-year return is 11.04%. DRISX dividend yield stands at 0.99%, paid annually.

DRISX top holdings include Hancock Whitney Corp Common Stock Usd3.33 (3.5%), Ofg Bancorp (3.2%), Cathay General Bancorp (3.1%), Fidelis Insurance Holdings L (2.6%), Ameris Bancorp Common Stock Usd1.0 (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.