ETFOX Mutual Fund

ETFOX Mutual Fund (NORTH SQUARE TACTICAL GROWTH FUND Class I) is managed by North Square Investments, LLC with $452.4M in net assets. ETFOX expense ratio is 1.44%, holding 7 positions across sectors including Financials. Inception date: 2004-04-30.

ETFOX performance shows a YTD return of 7.12%. The 1-year return is 15.85% and the 5-year return is 8.97%. ETFOX dividend yield stands at 1.20%, paid annually.

ETFOX 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 ETFOX holdings, ETFOX sectors, or ETFOX dividends.

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