ORSAX Mutual Fund (North Square Dynamic Small Cap Fund Class A) is managed by North Square with $68.9M in net assets. ORSAX expense ratio is 1.24%, holding 271 positions across sectors including Industrials, Health Care, Financials. Inception date: 2023-05-01.

ORSAX performance shows a YTD return of 18.30%. The 1-year return is 41.18% and the 5-year return is 14.73%. ORSAX dividend yield stands at 2.30%, paid annually.

ORSAX top holdings include Matson Inc (1.9%), Primoris Services Corpcommon Stock (1.6%), Nextracker Inc Ordinary Shares - Class A (1.3%), Frontdoor (1.3%), Taylor Morrison Home Corp (1.2%). View all ORSAX holdings, sector breakdown, or dividend history.

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