ORSAX Mutual Fund

ORSAX Mutual Fund (North Square Dynamic Small Cap Fund Class A) is managed by North Square with $69.8M in net assets. ORSAX expense ratio is 1.24%, holding 300 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2023-05-01.

ORSAX performance shows a YTD return of 19.22%. The 1-year return is 36.24% and the 5-year return is 11.06%. ORSAX dividend yield stands at 2.36%, paid annually.

ORSAX top holdings include Bloom Energy Corporation Com Cl A (1.5%), Sterling Construction Company Inc (1.2%), Jackson Financial Inc USD (1.2%), Ambarella, Inc. (1.1%), Marex Group Plc (1.1%). 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.