ETFAX Mutual Fund

ETFAX Mutual Fund (NORTH SQUARE TACTICAL GROWTH FUND Class A) is managed by North Square Investments, LLC with $118.7M in net assets. ETFAX expense ratio is 1.69%, holding 7 positions across sectors including Financials. Inception date: 2013-04-01.

ETFAX performance shows a YTD return of 6.95%. The 1-year return is 15.50% and the 5-year return is 7.73%. ETFAX dividend yield stands at 1.02%, paid annually.

ETFAX top holdings include First Am Treas Obli-X (25.2%), Invesco Qqq Trus (18.3%), Vanguard Growth Etf (16.9%), Spdr S&p 500 ETF Trust (15.9%), Vanguard Value ETF (12.2%). 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.