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.
North Square Tactical Growth I ETFOX
NAV / 1-Day Return
15.81
/
1.14
%
Total Assets
594.1 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.480%
Expense Ratio
1.480%
Fee Level
Above Average
Longest Manager Tenure
17.60
years
Category
Tactical Allocation
Investment Style
Large BlendCredit Quality / Interest Rate Sensitivity
High / LimitedStatus
Open
TTM Yield
0.02%
Turnover
79%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
