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ORSIX North Square Dynamic Small Cap I Forecast, Technical & Fundamental Analysis

Category SmallBlend
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 Small Cap I MF is 5.52B. The market cap for tickers in the group ranges from 2.08B to 9.46B. DUOL holds the highest valuation in this group at 9.46B. The lowest valued company is SNDX at 2.08B.

Volume

The average weekly volume growth across all stocks in the North Square Dynamic Small Cap I MF was 12%. For the same stocks of the MF, the average monthly volume growth was 56% and the average quarterly volume growth was 43%

Fundamental Analysis Ratings

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

Valuation Rating: 66
P/E Growth Rating: 34
Price Growth Rating: 47
SMR Rating: 63
Profit Risk Rating: 40
Seasonality Score: 17 (-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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ORSIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ORSIX has been closely correlated with FSSNX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if ORSIX jumps, then FSSNX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ORSIX
1D Price
Change %
ORSIX100%
+1.03%
FSSNX - ORSIX
97%
Closely correlated
+1.25%
VSCPX - ORSIX
92%
Closely correlated
+1.02%
VSMAX - ORSIX
92%
Closely correlated
+1.03%
VSCIX - ORSIX
92%
Closely correlated
+1.02%
NAESX - ORSIX
92%
Closely correlated
+1.02%