Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
North Square Mutual Funds
View all of North Square’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
North Square Funds List
Share Class Type
1 to 22 of 22 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| North Square Dynamic Sm Cp A | ORSAX | Small Blend | 3.76% | 24 | 1.240% | Average | Front Load | $1,000 | ||
| North Square Dynamic Small Cap I | ORSIX | Small Blend | 3.83% | 20 | 0.990% | Above Average | Institutional | $1.0 Mil | ||
| North Square McKee Bond R6 | NMKBX | Intermediate Core Bond | −1.69% | 44 | 0.280% | Low | Retirement, Large | $50.0 Mil | ||
| North Square Multi Strategy A | ORILX | Aggressive Allocation | 3.62% | 83 | 1.520% | High | Front Load | $1,000 | ||
| North Square Multi Strategy I | PORYX | Aggressive Allocation | 3.72% | 81 | 1.280% | High | Institutional | $1.0 Mil | ||
| North Square Strategic Income I | ADVNX | Multisector Bond | 2.00% | 17 | 0.910% | High | Institutional | $1.0 Mil | ||
| North Square Tactical Growth A | ETFAX | Tactical Allocation | 4.62% | 34 | 1.680% | Average | Front Load | $1,000 | ||
| North Square Tactical Growth I | ETFOX | Tactical Allocation | 4.73% | 33 | 1.430% | Above Average | Institutional | $1.0 Mil | ||
| North Square Altrinsic Intl Eq I | NSIVX | Foreign Large Blend | 3.33% | 80 | 0.980% | High | Institutional | $1.0 Mil | ||
| North Square McKee Bond I | NMKYX | Intermediate Core Bond | −1.81% | 52 | 0.470% | Average | Institutional | $50,000 | ||
| North Square Preferred and Income Secs I | ORDNX | Preferred Stock | 5.77% | 1 | 0.970% | Above Average | Institutional | $1.0 Mil | ||
| North Square Strategic Income A | ADVAX | Multisector Bond | 2.48% | 18 | 1.160% | High | Front Load | $1,000 | ||
| North Square Tactical Defensive I | ETFWX | Tactical Allocation | 4.38% | 36 | 1.820% | Above Average | Institutional | $1.0 Mil | ||
| North Square Tactical Growth C | ETFCX | Tactical Allocation | 4.35% | 40 | 2.430% | Average | Level Load | $1,000 | ||
| North Square Tactical Defensive A | ETFRX | Tactical Allocation | 4.27% | 36 | 2.070% | Above Average | Front Load | $1,000 | ||
| North Square Tactical Defensive C | ETFZX | Tactical Allocation | 4.04% | 44 | 2.820% | Above Average | Level Load | $1,000 | ||
| North Square Advisory Rsrch Sm Cp Val I | ADVGX | Small Blend | 1.75% | 37 | 0.940% | Average | Institutional | $1.0 Mil | ||
| North Square Spectrum Alpha Fund A | ORIGX | Small Blend | 1.81% | 34 | 2.260% | High | Front Load | $1,000 | ||
| North Square Spectrum Alpha I | ORIYX | Small Blend | 1.92% | 33 | 2.010% | High | Institutional | $1.0 Mil | ||
| North Square Trilogy Alternative Ret A | STTGX | Options Trading | 0.30% | 97 | 1.670% | Above Average | Front Load | $1,000 | ||
| North Square Trilogy Alternative Ret C | STTCX | Options Trading | — | 98 | 2.420% | Above Average | Level Load | $1,000 | ||
| North Square Trilogy Alternative Ret I | STTIX | Options Trading | −0.20% | 97 | 1.420% | Above Average | Institutional | $1.0 Mil |
North Square Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank