NASDAQ · Asset Management

North Square Advisory Research Small Cap Value Fund - Class I (ADVGX) Stock

$16.44 -0.42% NASDAQ: ADVGX Financial Services

Under typical market conditions, this fund dedicates a minimum of 80% of its total assets to investing in the stock of smaller companies. Its equity holdings principally consist of common stock, preferred shares, and convertible securities.

Valuation

MetricValue
Price$16.44
Market Cap$23.39M
P/E Ratio
P/B Ratio
P/S Ratio
EPS (TTM)
52-Week High$16.83
52-Week Low$12.48
Dividend Yield4.62%

Financials & Margins

MetricValue
ROE
ROA
ROCE
Gross Margin
Operating Margin
Net Margin
Debt/Equity
Current Ratio

Valuation & Return Ratios

MetricValue
PEG Ratio
EV / EBITDA
FCF Yield
Quick Ratio
Interest Coverage
Return 1Y25.31%
Return 3Y70.61%
Return 5Y68.81%

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
AFALXApplied Finance Dividend Fund Investor Class $13.88 +0.22% -15.25 $30.68M 1.80%
CVLEXCullen Value Fd Retail Cl $19.03 +0.21% 21.20 $32.97M 1.17%
LMUBiShares Long-Term National Muni Bond ETF $49.94 -0.12% $1.71B 4.18%
MUNDXMundoval $30.56 -0.16% $29.30M 8.02%
PCIGPolen Capital International Growth ETF $9.07 +1.11% 32.54 $28.93M 0.11%

About North Square Advisory Research Small Cap Value Fund - Class I

Under typical market conditions, this fund dedicates a minimum of 80% of its total assets to investing in the stock of smaller companies. Its equity holdings principally consist of common stock, preferred shares, and convertible securities. While the portfolio primarily seeks exposure to U.S. companies, it also has the flexibility to invest in non-U.S. firms, including those located in developing economies. However, to align with its strategic goals, the fund's international investments are generally capped at 20% of its net assets.

North Square Advisory Research Small Cap Value Fund - Class I is headquartered in US.

North Square Advisory Research Small Cap Value Fund - Class I (ADVGX) stock trades at $16.44 with a market capitalization of $23.39M. Over the past 52 weeks the stock has ranged between $12.48 and $16.83, and currently trades 2.3% below its 52-week high. It pays a dividend yielding 4.62%.

Official website: northsquareinvest.com/strategies/select-small-cap-fund/

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