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.
North Square Tactical Growth I ETFOX
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 GrowthCredit 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.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ETFOX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the ETFOX 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 ETFOX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Impending changes shouldn’t alter the fund’s modest prospects.
