Advertisement
Skip to Content
Morningstar

North Square Spectrum Alpha Fund I ORIYX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 8.08  /  1.02 %
  • Total Assets 82.6 Mil
  • Adj. Expense Ratio
    1.110%
  • Expense Ratio 1.350%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 104%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis ORIYX

Will ORIYX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ORIYX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the ORIYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of ORIYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

|

North Square Spectrum Alpha Fund I's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

Unlock our full analysis with Morningstar Investor