ORSAX Mutual Fund
ORSAX Mutual Fund
ORSAX Mutual Fund
North Square Dynamic Small Cap Fund Class A
ORSAX Mutual Fund Overview
ORSAX Mutual Fund (North Square Dynamic Small Cap Fund Class A) is managed by North Square with $62.1M in net assets. ORSAX expense ratio is 1.24%, holding 299 positions across sectors including Health Care, Industrials, Financials. Inception date: 2023-05-01.
ORSAX performance shows a YTD return of 14.54%. The 1-year return is 18.76% and the 5-year return is 11.06%.
ORSAX top holdings include Jackson Financial Inc USD (1.6%), Marex Group Plc (1.5%), Enersys (1.4%), Balchem Corp (1.2%), Kulicke & Soffa Industries (1.2%). Go to all ORSAX holdings, ORSAX sectors, or ORSAX dividends.
ORSAX can be compared against other funds. Use ORSAX overlap to find shared positions, or ORSAX vs another fund for a side-by-side view. ORSAX alternatives are available via the screener, along with tax-loss harvesting opportunities.