ETFAX Mutual Fund

ETFAX Mutual Fund (NORTH SQUARE TACTICAL GROWTH FUND Class A) is managed by North Square Investments, LLC with $115.4M in net assets. ETFAX expense ratio is 1.69%, holding 10 positions across sectors including Financials, Health Care. Inception date: 2013-04-01.

ETFAX performance shows a YTD return of 9.38%. The 1-year return is 15.00% and the 5-year return is 7.79%. ETFAX dividend yield stands at 1.00%, paid annually.

ETFAX top holdings include Invesco Qqq Trus (18.3%), Vanguard Growth Etf (16.3%), Spdr S&p 500 ETF Trust (15.7%), First Am Treas Obli-X (15.2%), Vanguard Value ETF (12.6%). Go to all ETFAX holdings, ETFAX sectors, or ETFAX dividends.

ETFAX can be compared against other funds. Use ETFAX overlap to find shared positions, or ETFAX vs another fund for a side-by-side view. ETFAX alternatives are available via the screener, along with tax-loss harvesting opportunities.