North Square Select Small Cap Fund
Shareclass
North Square Select Small Cap I (ADVGX)
Type
Open-end mutual fund
Manager
Gender equality score
37
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 2,490 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
19/40
Equal compensation and work life balance
2/30
Policies promoting gender equality
16/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
North Square Select Small Cap Fund ADVGX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Webster Financial Corp3.3% of assets$861,211 invested
- 2. AptarGroup Inc1.64% of assets$426,526 invested
- 3. Brunswick Corp1.6% of assets$417,509 invested
- 4. Valvoline Inc1.55% of assets$404,312 invested
- 5. Howard Hughes Holdings Inc2.05% of assets$535,363 invested
- 6. Papa John's International Inc1.25% of assets$326,506 invested
- 7. JBT Marel Corp4.75% of assets$1.24M invested
- 8. Performance Food Group Co3.67% of assets$957,275 invested
- 9. Grocery Outlet Holding Corp2.2% of assets$574,214 invested
- 10. HealthEquity Inc2.74% of assets$714,348 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Ncino Inc Ordinary Shares2.2% of assets$573,278 invested
- 2. First Merchants Corp3.37% of assets$879,774 invested
- 3. SouthState Corp2.97% of assets$774,750 invested
- 4. Phinia Inc4.53% of assets$1.18M invested
- 5. Champion Homes Inc3.11% of assets$812,018 invested
- 6. Eagle Materials Inc2.31% of assets$603,328 invested
- 7. Openlane Inc2.57% of assets$669,640 invested
- 8. Alamo Group Inc2.42% of assets$632,094 invested
- 9. Stock Yards Bancorp Inc2.01% of assets$524,901 invested
- 10. Asbury Automotive Group Inc1.92% of assets$500,642 invested
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Financial performance
Performance data provided by
Find more financial data on ADVGX at Morningstar.com
Find more financial data on ADVGX at Morningstar.comGender Equality and Returns
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The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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