DRSVX Mutual Fund

DRSVX Mutual Fund (North Square Small Cap Value Fund Investor Class) is managed by North Square Investments, LLC with $9.5M in net assets. DRSVX expense ratio is 1.30%, holding 78 positions across sectors including Financials, Industrials, Information Technology. 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 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 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.