Business
North Square Dynamic Small Cap Fund Marks Tenth Anniversary at the Top of Peer Group with Five-Star Overall Morningstar Rating
North Square Dynamic Small Cap Fund (ORSIX) marked its tenth anniversary with a new five-star Overall rating from Morningstar, according to North Square Investments, the Fund's investment adviser.
About this update from Morningstar, Inc.
[{"type":"text","content":"CHICAGO, Oct. 14, 2025 /PRNewswire/ -- North Square Dynamic Small Cap Fund (ORSIX) marked its tenth anniversary with a new five-star Overall rating from Morningstar, according to North Square Investments, the Fund's investment adviser.","length":239,"tagName":"p"},{"type":"text","content":"Class I shares received 5 Stars Overall from Morningstar among 568 U.S. Small Blend funds for the period ended 9/30/25, based on risk-adjusted performance. For the 3-year period the fund received 5 stars out of 568 funds ,while for the 5-year period the fund received 4 stars out of 551 funds, and 5 stars out of 408 funds for the 10-year period.","length":346,"tagName":"p"},{"type":"text","content":"Dynamic Small Cap Fund also finished among the top 6% of funds in its U.S. Small Blend Morningstar category for the ten years ended 9/30/25, ranking 19th among 408 funds. For the one-year, three-year and five-year periods ended September 30, 2025, the Fund's percentile ranking, actual rank and number of funds in its peer group was as follows: 57th/341/602; 5th/23/568; 18th/91/551. (Rankings are based on Morningstar total turn.)","length":435,"tagName":"p"},{"type":"text","content":"Call 855-551-5521 or visit northsquareinvest.com for the most recent month-end performance results. Current performance may be lower or higher than the performance data quoted. The performance data quoted represents past performance, which is no guarantee of future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Performance shown reflects contractual fee waivers. Without such waivers, total returns would be reduced. Please click here to view standardized performance for the Fund.","length":616,"tagName":"p"},{"type":"text","content":""We congratulate the Fund's subadvisor Algert Global Investors and the Portfolio Management Team of Peter Algert, Ph.D and Ryan LaFond, Ph.D. for the Fund's strong long-term risk-adjusted performance, which is behind this five-star rating," Goodwin said.","length":272,"tagName":"p"},{"type":"text","content":""The Fund's investment focus is to find market inefficiencies and exploitable opportunities via high-conviction, high-alpha seeking analysis, using a systematic process with...