North Square Select Small Cap Fund Class I ADVGX Strategy

| Medalist Rating as of | See North Square Investment Hub

Strategy

The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets in equity securities of small-capitalization companies. The fund’s investments in equity securities primarily include common stock, preferred securities and convertible securities. While the fund invests primarily in equity securities of U.S. issuers, it may invest in securities of foreign issuers, including those in emerging markets. In keeping with the fund's investment objective, investments in such foreign issuers is not expected to exceed 20% of the fund’s net assets.

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
ADVGX
North Square Select Small Cap Fund Class IInstitutionalOpen $18.97M0.940%Average$1M−$10.42M

Sponsor Center