North Cash Position Weight

ORSIX
 Fund
  

USD 11.24  0.02  0.18%   

North Square Dynamic fundamentals help investors to digest information that contributes to North Square's financial success or failures. It also enables traders to predict the movement of North Mutual Fund. The fundamental analysis module provides a way to measure North Square's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to North Square mutual fund.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  

North Cash Position Weight Analysis

North Square's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Cash Percentage 
 = 
% of Cash 
 
in the fund 
More About Cash Position Weight | All Equity Analysis

Current North Square Cash Position Weight

    
  1.62 %  
Most of North Square's fundamental indicators, such as Cash Position Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, North Square Dynamic is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Compare to competition

North Square Cash Position Weight Component Assessment

In accordance with the recently published financial statements, North Square Dynamic has 1.62% in Cash Position Weight. This is much higher than that of the North Square family and significantly higher than that of the Small Blend category. The cash position weight for all United States funds is notably lower than that of the firm.

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Fund Asset Allocation for North Square

The fund consists of 98.38% investments in stocks, with the rest of investments allocated between different money market instruments.
   Value   
       Instrument Type  

North Fundamentals

About North Square Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze North Square Dynamic's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of North Square using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of North Square Dynamic based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities of small capitalization U.S. companies. North Square is traded on NASDAQ Exchange in the United States.

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Our tools can tell you how much better you can do entering a position in North Square without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Becoming a Better Investor with Macroaxis

Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as North Square Dynamic using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.

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Please check North Square Piotroski F Score and North Square Altman Z Score analysis. You can also try Premium Stories module to follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope.

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Please note, there is a significant difference between North Square's value and its price as these two are different measures arrived at by different means. Investors typically determine North Square value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, North Square's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.