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 5.42B. The market cap for tickers in the group ranges from 1.61B to 9.46B. DUOL holds the highest valuation in this group at 9.46B. The lowest valued company is SNDX at 1.61B.
Volume
The average weekly volume growth across all stocks in the North Square Dynamic Sm Cp A MF was 8%. For the same stocks of the MF, the average monthly volume growth was 5% and the average quarterly volume growth was -66%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 71
P/E Growth Rating: 46
Price Growth Rating: 46
SMR Rating: 60
Profit Risk Rating: 41
Seasonality Score: 42 (-100 ... +100)