ETFWX Mutual Fund (North Square Tactical Defensive Fund Class I) is managed by North Square Investments, LLC with $28.5M in net assets. ETFWX expense ratio is 1.78%, holding 6 positions across sectors including Financials. Inception date: 2010-05-28.

ETFWX performance shows a YTD return of 6.74%. The 1-year return is 15.66% and the 5-year return is 5.02%. ETFWX dividend yield stands at 0.63%, paid annually.

ETFWX top holdings include Spdr(R) Portfolio S&P 500(R) Etf (29.7%), Spdr S&p 500 ETF (26.1%), First American Treasury Obligations Fund (19.9%), Spdr Portfolio Developed World Ex-us ETF (15.9%), Spdr Portfolio Emerging Markets ETF (5.3%). View all ETFWX holdings, sector breakdown, or dividend history.

ETFWX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ETFWX alternatives are available via the screener, along with tax-loss harvesting opportunities.