ETFAX Mutual Fund
ETFAX Mutual Fund
NORTH SQUARE TACTICAL GROWTH FUND Class A
ETFAX Mutual Fund Overview
ETFAX Mutual Fund (NORTH SQUARE TACTICAL GROWTH FUND Class A) is managed by North Square Investments, LLC with $114.5M in net assets. ETFAX expense ratio is 1.69%, holding 9 positions across sectors including Financials, Unknown. Inception date: 2013-04-01.
ETFAX performance shows a YTD return of 8.54%. The 1-year return is 17.93% and the 5-year return is 7.99%. ETFAX dividend yield stands at 1.01%, paid annually.
ETFAX top holdings include First American Treasury Obligations Fund (25.2%), Invesco Qqq Trust 1 (18.3%), Vanguard Grw Etf (16.9%), Spdr S&p 500 ETF (15.9%), Vanguard Value (12.2%). View all ETFAX holdings, sector breakdown, or dividend history.
ETFAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ETFAX alternatives are available via the screener, along with tax-loss harvesting opportunities.