ETFWX Mutual Fund
ETFWX Mutual Fund
ETFWX Mutual Fund
North Square Tactical Defensive Fund Class I
ETFWX Mutual Fund Overview
ETFWX Mutual Fund (North Square Tactical Defensive Fund Class I) is managed by North Square Investments, LLC with $27.0M in net assets. ETFWX expense ratio is 1.79%, holding 6 positions across sectors including Financials. Inception date: 2010-05-28.
ETFWX performance shows a YTD return of 4.31%. The 1-year return is 2.42% and the 5-year return is 3.94%. ETFWX dividend yield stands at 0.64%, paid annually.
ETFWX top holdings include SPDR Portfolio Large Cap ETF (30.8%), Invesco Qqq Trus (25.0%), First Am Treas Obli-X (18.8%), Spdr Portfolio Developed World Ex-us ETF (16.5%), Spdr Portfolio Emerging Markets ETF (5.5%). Go to all ETFWX holdings, ETFWX sectors, or ETFWX dividends.
ETFWX can be compared against other funds. Use ETFWX overlap to find shared positions, or ETFWX vs another fund for a side-by-side view. ETFWX alternatives are available via the screener, along with tax-loss harvesting opportunities.