ETFOX Mutual Fund

ETFOX Mutual Fund (NORTH SQUARE TACTICAL GROWTH FUND Class I) is managed by North Square Investments, LLC with $417.3M in net assets. ETFOX expense ratio is 1.46%, holding 9 positions across sectors including Financials, Health Care. Inception date: 2004-04-30.

ETFOX performance shows a YTD return of 7.61%. The 1-year return is 7.81% and the 5-year return is 7.57%. ETFOX dividend yield stands at 0.32%, paid annually.

ETFOX top holdings include Invesco Qqq Trus (18.1%), Vanguard Growth Etf (16.9%), Spdr S&p 500 ETF Trust (16.3%), Vanguard Value ETF (13.1%), First Am Treas Obli-X (10.0%). 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.