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ORSAX
Mutual Fund ticker: NASDAQ
AS OF
Jun 13 closing price
Price
$14.01
Change
-$0.24 (-1.68%)
Net Assets
501.68M

ORSAX North Square Dynamic Sm Cp A 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 (including amounts borrowed for investment purposes) in equity securities of small capitalization U.S. companies. Small capitalization companies are considered to be companies with market capitalizations within the range of those companies included in the Russell 2000 Index (the "index") at the time of purchase. It may invest up to 20% of its total assets in equity securities of non-U.S. issuers.

Market Cap

The average market capitalization across the North Square Dynamic Sm Cp A MF is 5.34B. The market cap for tickers in the group ranges from 881.99M to 9.46B. DUOL holds the highest valuation in this group at 9.46B. The lowest valued company is SNDX at 881.99M.

Volume

The average weekly volume growth across all stocks in the North Square Dynamic Sm Cp A MF was -4%. For the same stocks of the MF, the average monthly volume growth was -25% and the average quarterly volume growth was -16%

Fundamental Analysis Ratings

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

Valuation Rating: 70
P/E Growth Rating: 55
Price Growth Rating: 58
SMR Rating: 51
Profit Risk Rating: 53
Seasonality Score: 16 (-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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ORSAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ORSAX has been loosely correlated with FTHFX. These tickers have moved in lockstep 46% of the time. This A.I.-generated data suggests there is some statistical probability that if ORSAX jumps, then FTHFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ORSAX
1D Price
Change %
ORSAX100%
-1.68%
FTHFX - ORSAX
46%
Loosely correlated
-1.55%
NAESX - ORSAX
21%
Poorly correlated
-1.61%
VSCIX - ORSAX
21%
Poorly correlated
-1.61%
VSCPX - ORSAX
21%
Poorly correlated
-1.61%
VSMAX - ORSAX
21%
Poorly correlated
-1.61%
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