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North Square Advisory Rsrch Sm Cp Val I ADVGX

Quantitative rating as of | See North Square Investment Hub
  • NAV / 1-Day Return 10.58  /  0.37 %
  • Total Assets 22.0 Mil
  • Adj. Expense Ratio
    0.940%
  • Expense Ratio 0.950%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Value
  • Investment Style Small Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.10%
  • Turnover 107%

Morningstar’s Analysis ADVGX

Will ADVGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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North Square Advisory Rsrch Sm Cp Val I's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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