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ADVGX
Mutual Fund ticker: NASDAQ
AS OF
Sep 4 closing price
Price
$14.95
Change
+$0.24 (+1.63%)
Net Assets
28.41M

ADVGX North Square Select Small Cap I Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation... Show more

Category: #Small Blend
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A.I.Advisor
published Highlights

Industry description

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.

Market Cap

The average market capitalization across the North Square Select Small Cap I MF is 5.14B. The market cap for tickers in the group ranges from 478.72M to 16.5B. PFGC holds the highest valuation in this group at 16.5B. The lowest valued company is MLR at 478.72M.

Volume

The average weekly volume growth across all stocks in the North Square Select Small Cap I MF was 25%. For the same stocks of the MF, the average monthly volume growth was -33% and the average quarterly volume growth was -30%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 64
P/E Growth Rating: 36
Price Growth Rating: 48
SMR Rating: 60
Profit Risk Rating: 37
Seasonality Score: -20 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
North Square Investments Trust10 SOUTH LASALLE STREET, SUITE 1925
Phone
N/A
Web
N/A
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ADVGX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ADVGX has been closely correlated with VSCPX. These tickers have moved in lockstep 83% of the time. This A.I.-generated data suggests there is a high statistical probability that if ADVGX jumps, then VSCPX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ADVGX
1D Price
Change %
ADVGX100%
N/A
VSCPX - ADVGX
83%
Closely correlated
+0.70%
FSSNX - ADVGX
80%
Closely correlated
N/A
FTHFX - ADVGX
40%
Loosely correlated
+0.06%
VSMAX - ADVGX
-2%
Poorly correlated
+0.71%
VSCIX - ADVGX
-2%
Poorly correlated
+0.71%
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