NASDAQ · Asset Management

North Square Small Cap Value Fund Investor Class Shares (DRSVX) Stock

$22.97 -0.52% NASDAQ: DRSVX Financial Services

This fund primarily concentrates on equity investments, committing at least 80% of its total capital (which can include borrowed funds) to common shares of smaller companies. These companies are chosen based on their market capitalization, which, at the time of acquisition, must be comparable to enterprises listed within the Russell 2000® Value Index.

Valuation

MetricValue
Price$22.97
Market Cap$214.90M
P/E Ratio14.61
P/B Ratio
P/S Ratio
EPS (TTM)$1.58
52-Week High$23.48
52-Week Low$17.48
Dividend Yield0.78%

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 1Y31.61%
Return 3Y44.61%
Return 5Y60.46%

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
BSLBlackstone Senior Floating Rate 2027 Term Fund $13.06 -0.31% 22.91 $170.01M 0.00%
CHNThe China Fund, Inc. $18.19 -0.05% 6.59 $175.47M 0.82%
DHFBNY Mellon High Yield Strategies Fund $2.40 +0.00% 14.12 $174.57M 8.75%
IDEVoya Infrastructure, Industrials and Materials Fund $13.14 +0.61% 0.00 $199.15M 8.92%
NWGSXNationwide Renaissance Small Cap Growth Fund Institutional Service Class $25.57 -0.23% $162.62M 24.88%

About North Square Small Cap Value Fund Investor Class Shares

This fund primarily concentrates on equity investments, committing at least 80% of its total capital (which can include borrowed funds) to common shares of smaller companies. These companies are chosen based on their market capitalization, which, at the time of acquisition, must be comparable to enterprises listed within the Russell 2000® Value Index. Up to 20% of the fund's portfolio may also be directed towards international securities, encompassing those from emerging markets, along with American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs) traded on U.S. exchanges. Furthermore, the fund has the flexibility to allocate up to 20% of its assets to high-quality debt instruments, regardless of their duration.

North Square Small Cap Value Fund Investor Class Shares is headquartered in US.

North Square Small Cap Value Fund Investor Class Shares (DRSVX) stock trades at $22.97 with a market capitalization of $214.90M. The stock is valued at a price-to-earnings (P/E) ratio of 14.61. Over the past 52 weeks the stock has ranged between $17.48 and $23.48, and currently trades 2.2% below its 52-week high. It pays a dividend yielding 0.78%.

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

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