ETFWX Mutual Fund

ETFWX Mutual Fund (North Square Tactical Defensive Fund Class I) is managed by North Square Investments, LLC with $29.1M in net assets. ETFWX expense ratio is 1.78%, holding 6 positions across sectors including Financials. Inception date: 2010-05-28.

ETFWX performance shows a YTD return of 6.03%. The 1-year return is 13.22% and the 5-year return is 4.58%. ETFWX dividend yield stands at 0.63%, paid annually.

ETFWX top holdings include Spdr Port Sp 500 (29.7%), Spdr S&p 500 ETF Trust (26.1%), First Am Treas Obli-X (19.9%), Spdr Portfolio Developed World Ex-us ETF (15.9%), Spdr Portfolio Emerging Markets ETF (5.3%). 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.