North Square Small Cap Value Fund Investor Class Shares (DRSVX) Investment Research Dashboard
About North Square Small Cap Value Fund Investor Class Shares (DRSVX) stock analysis
Get live DRSVX stock price $23.19, comprehensive North Square Small Cap Value Fund Investor Class Shares stock analysis, charts, news, sentiment, sector analysis, and expert forecast. Real-time DRSVX stock data and investment insights.
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North Square Small Cap Value Fund Investor Class Shares (DRSVX) Overview
North Square Small Cap Value Fund Investor Class Shares (DRSVX) is a publicly traded company in the Financial Services sector , specifically within the Asset Management industry . As of the latest trading session, DRSVX trades at $23.19 with a market capitalization of 217.24M . Over the past 52 weeks, DRSVX has traded between $17.08 and $23.26 , with the current price positioned at approximatel...
Key Takeaways
- Operates in the Financial Services sector (Asset Management)
- Market cap: 217.24M
- Current price: $23.19
- 52-week range: $17.08 - $23.26
- P/E ratio: 16.18
Investment Score
A systematic tri-factor framework (valuation, quality, momentum) using trailing twelve-month fundamentals and current price momentum—aligned with the full investment score dashboard.
Score unavailable for this asset.
0-39
Defensive posture
40-54
Mixed / wait for confirmation
55-69
Constructive setup
70-100
Attractive zone
Total Score
Value
Cheapness vs fundamentals and cash generation
Quality
Durability of profitability and balance sheet
Momentum
Price trend strength and persistence
Company Overview
This fund primarily concentrates on equity investments, committing at least 80% of its total capital (which can include borrowed funds) to common shares of smaller companies. These companies are chosen based on their market capitalization, which, at ...
Company Information
- CEO
- Sector
- Financial Services
- Industry
- Asset Management
- Employees
- N/A
Contact Information
- Address
- Indianapolis IN 46208
- Country
- US
Investment Analysis & Business Insights
Investment Highlights
✓ Strong presence in the Financial Services sector with established market position
✓ Listed on major US exchange (NASDAQ) providing liquidity and transparency
✓ Valuation metrics suggest potential value opportunity (P/E: 16.2)
Important Investment Considerations
- ⚠All investments carry risk, including potential loss of principal for North Square Small Cap Value Fund Investor Class Shares shareholders
- ⚠Market volatility can significantly impact stock price, especially for smaller companies
- ⚠Sector-specific risks in Financial Services may affect company performance
- ⚠Past performance does not guarantee future results for North Square Small Cap Value Fund Investor Class Shares
- ⚠Investors should consider how North Square Small Cap Value Fund Investor Class Shares fits within their overall portfolio allocation
Market Cap
217.24M
P/E Ratio (TTM)
16.18
Beta
0.84
Data Sources & Methodology
Financial data on this page is sourced from verified SEC EDGAR filings (10-K, 10-Q, 8-K reports), real-time market data providers, and official company disclosures. All analysis is generated using AI models trained exclusively on reliable financial documents. For detailed information about our data sources and methodology, see our Methodology page.Not investment advice.
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About Financial Services Sector
The Financial Services sector includes companies that provide banking, insurance, investment, and other financial services to consumers and businesses.
Financial Services (1D)
82/100 ⭐⭐⭐⭐⭐
- Overall
- -0.3%
- NYSE
- -0.4%
- NASDAQ
- -0.1%
| Sector | 1D | 1W | 1M | P/E | Score |
|---|---|---|---|---|---|
| Healthcare | +0.1% | +2.6% | +1.4% | 23.6 | 83/100⭐⭐⭐⭐⭐ |
| Financial Services | -0.3% | +0.9% | +1.6% | 19.2 | 82/100⭐⭐⭐⭐⭐ |
| Communication Services | +0.7% | -2.1% | +2.2% | 22.2 | 74/100⭐⭐⭐⭐⭐ |
| Consumer Defensive | +1.3% | +1.6% | +0.4% | 29.2 | 69/100⭐⭐⭐⭐ |
| Energy | +0.1% | -0.2% | -2.1% | 19.5 | 57/100⭐⭐⭐⭐ |
| Basic Materials | -0.8% | +0.4% | -1.9% | 24.8 | 56/100⭐⭐⭐⭐ |
| Utilities | -1.4% | +1.8% | -2.6% | 25.3 | 47/100⭐⭐⭐ |
| Real Estate | -1.3% | +1.4% | -2.3% | 29.4 | 44/100⭐⭐⭐ |
| Consumer Cyclical | -0.2% | -2.1% | -4.5% | 42.8 | 14/100⭐ |
| Industrials | -1.0% | -0.7% | -9.4% | 30.5 | 14/100⭐ |
| Technology | -2.4% | -1.5% | -6.0% | 41.7 | 12/100⭐ |
Sector returns combine NYSE and NASDAQ averages. P/E is the latest blended sector multiple. Sector score ranks each sector vs peers using percentile ranks (not fixed thresholds): 48% 1M + 24% 1W + 8% 1D + 20% P/E (lower P/E ranks higher). Data as of 2026-07-27.