Skip to Content

North Square Tactical Growth I ETFOX

Analyst rating as of
NAV / 1-Day Return
15.81  /  1.14 %
Total Assets
594.1 Mil
Adj. Expense Ratio
1.480%
Expense Ratio
1.480%
Fee Level
Above Average
Longest Manager Tenure
17.60 years
Category
Tactical Allocation
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
High / Limited
Status
Open
TTM Yield
0.02%
Turnover
79%
Premium

Morningstar’s Analysis

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

| |

Stadion Tactical Growth’s portfolio managers will soon join another firm, but that shouldn’t affect its investment process, which doesn’t inspire confidence, or its small team. The fund retains a Morningstar Analyst Rating of Neutral except for its most expensive share class, which is rated Negative.

Unlock our full analysis with Morningstar Premium