ADVGX Mutual Fund (North Square Select Small Cap Fund Class I) is managed by North Square Investments, LLC with $22.0M in net assets. ADVGX expense ratio is 0.94%, holding 34 positions across sectors including Consumer Discretionary, Industrials, Financials. Inception date: 2009-11-16.

ADVGX performance shows a YTD return of 25.11%. The 1-year return is 36.35% and the 5-year return is 12.52%. ADVGX dividend yield stands at 4.53%, paid annually.

ADVGX top holdings include Trimas Corp (5.2%), Nicolet Bankshares Inc (5.0%), Kar Auction Services Inc 144a (4.9%), Myers Industrials Inc. (4.9%), Pursuit Attractions And Hospitalit (4.5%). View all ADVGX holdings, sector breakdown, or dividend history.

ADVGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ADVGX alternatives are available via the screener, along with tax-loss harvesting opportunities.