The team managing North Square Tactical Growth moved to North Square Investments from Stadion in June 2021, leading to a new name. It now has more resources, but also more responsibilities, and this fund’s investment process hasn’t changed, which doesn’t inspire confidence. The fund retains a Morningstar Analyst Rating of Neutral except for its most-expensive share class, which is rated Negative.
NAV / 1-Day Return
13.79 / 0.08 %
Adj. Expense Ratio
Longest Manager Tenure
Investment StyleLarge Blend
Credit Quality / Interest Rate Sensitivity—
Morningstar’s Fund Analysis ETFOX
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