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North Square Tactical Growth I ETFOX

Medalist Rating as of | See North Square Investment Hub
  • NAV / 1-Day Return 14.89  /  0.00
  • Total Assets 519.9 Mil
  • Adj. Expense Ratio
    1.430%
  • Expense Ratio 1.430%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Tactical Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity High/Moderate
  • Status Open
  • TTM Yield 0.98%
  • Turnover 96%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 11:14 PM GMT+0

Morningstar’s Analysis ETFOX

Will ETFOX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The fund’s managers get more support now but have more investment responsibilities.

Senior Analyst Greg Carlson

Greg Carlson

Senior Analyst

Summary

North Square Tactical Growth’s investment process has generated strong results at times, but it comes with risks. Its small team runs more strategies at its new firm, though the team does receive more support.

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Portfolio Holdings ETFOX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 86.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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