Advisory Research Financials

ADVGX Fund  USD 14.34  0.10  0.70%   
You can use fundamental analysis to find out if Advisory Research All is mispriced or if you can make any profits on it by purchasing it and then waiting for the market to recognize its mistake and reprise the security. We were able to analyze and collect data for seventeen available fundamental indicators for Advisory Research All, which can be compared to its peers. The fund experiences a moderate upward volatility. Check odds of Advisory Research to be traded at $15.77 in 90 days.
  
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.

Advisory Research Fund Summary

Advisory Research competes with Mundoval Fund, Applied Finance, Cullen Value, Tanaka Growth, and American Beacon. Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities of small-capitalization companies. The funds investments in equity securities primarily include common stock, preferred securities and convertible securities. While the fund invests primarily in equity securities of U.S. issuers, it may invest in securities of foreign issuers, including those in emerging markets. In keeping with the funds investment objective, investments in such foreign issuers is not expected to exceed 20 percent of the funds net assets.
Specialization
Small Blend, Large
InstrumentUSA Mutual Fund View All
ExchangeNMFQS Exchange
ISINUS66263L7753
Business AddressNorth Square Investments
Mutual Fund FamilyNorth Square
Mutual Fund CategorySmall Blend
BenchmarkDow Jones Industrial
Phone855 551 5521
CurrencyUSD - US Dollar

Advisory Research Key Financial Ratios

Advisory Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Advisory Research's current stock value. Our valuation model uses many indicators to compare Advisory Research value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Advisory Research competition to find correlations between indicators driving Advisory Research's intrinsic value. More Info.
Advisory Research All is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about  0.14  of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Advisory Research All is roughly  7.36 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Advisory Research's earnings, one of the primary drivers of an investment's value.
Advisory Research All is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Small Blend category is currently estimated at about 397.81 Million. Advisory Research holds roughly 23.53 Million in net asset claiming about 6% of funds listed under Small Blend category.

Advisory Research February 20, 2026 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Advisory Research help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Advisory Research All. We use our internally-developed statistical techniques to arrive at the intrinsic value of Advisory Research All based on widely used predictive technical indicators. In general, we focus on analyzing Advisory Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Advisory Research's daily price indicators and compare them against related drivers.

Other Information on Investing in Advisory Mutual Fund

Advisory Research financial ratios help investors to determine whether Advisory Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Advisory with respect to the benefits of owning Advisory Research security.
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