DRISX Mutual Fund
DRISX Mutual Fund
North Square Small Cap Value Fund Class I

DRISX Mutual Fund Overview
DRISX Mutual Fund (North Square Small Cap Value Fund Class I) is managed by North Square Investments, LLC with $206.3M in net assets. DRISX expense ratio is 1.05%, holding 78 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2007-08-22.
DRISX performance shows a YTD return of 22.56%. The 1-year return is 36.20% and the 5-year return is 8.48%. DRISX dividend yield stands at 0.99%, paid annually.
DRISX top holdings include First American Government Obligations Fund (4.2%), Terex Corp (3.0%), Hancock Whitney Corp Common Stock Usd3.33 (2.4%), Whitecap Resources, Inc (2.3%), Century Aluminum Co (2.2%). View all DRISX holdings, sector breakdown, or dividend history.
DRISX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DRISX alternatives are available via the screener, along with tax-loss harvesting opportunities.