DRSVX Mutual Fund

DRSVX Mutual Fund (North Square Small Cap Value Fund Investor Class) is managed by North Square Investments, LLC with $9.3M in net assets. DRSVX expense ratio is 1.30%, holding 78 positions across sectors including Financials, Industrials, Health Care. Inception date: 2003-12-31.

DRSVX performance shows a YTD return of 22.53%. The 1-year return is 34.11% and the 5-year return is 10.76%. DRSVX dividend yield stands at 0.78%, paid annually.

DRSVX top holdings include Hancock Whitney Corp Common Stock Usd3.33 (3.5%), Ofg Bancorp Common Stock (3.2%), Cathay Generalbancorp (3.1%), Fidelis Insurance Holdings L (2.6%), Ameris Bancorp Common Stock Usd1.0 (2.5%). Go to all DRSVX holdings, DRSVX sectors, or DRSVX dividends.

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