DRISX Mutual Fund

DRISX Mutual Fund (North Square Small Cap Value Fund Class I) is managed by North Square Investments, LLC with $206.5M in net assets. DRISX expense ratio is 1.05%, holding 78 positions across sectors including Financials, Industrials, Information Technology. 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 First American Government Obligations Fund (4.5%), Hancock Whitney Corp Common Stock Usd3.33 (2.7%), Cathay Generalbancorp (2.5%), Ofg Bancorp Common Stock (2.5%), Netscout Systems, Inc. (2.4%). 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.