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North Square Tactical Growth I ETFOX

Analyst rating as of
NAV / 1-Day Return
13.99  /  1.14 %
Total Assets
509.1 Mil
Adj. Expense Ratio
1.480%
Expense Ratio
1.480%
Fee Level
Above Average
Longest Manager Tenure
18.28 years
Category
Tactical Allocation
Investment Style
Large Growth
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
0.00%
Turnover
67%

Morningstar’s Fund Analysis ETFOX

Will ETFOX outperform in future?

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

Impending changes shouldn’t alter the fund’s modest prospects.

Senior Analyst

Summary

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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.

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