ETFZX Mutual Fund
ETFZX Mutual Fund
ETFZX Mutual Fund
North Square Tactical Defensive Fund Class C
ETFZX Mutual Fund Overview
ETFZX Mutual Fund (North Square Tactical Defensive Fund Class C) is managed by North Square Investments, LLC with $2.6M in net assets. ETFZX expense ratio is 2.78%, holding 6 positions across sectors including Financials. Inception date: 2009-10-01.
ETFZX performance shows a YTD return of 5.39%. The 1-year return is 12.09% and the 5-year return is 3.55%.
ETFZX 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 ETFZX holdings, ETFZX sectors, or ETFZX dividends.
ETFZX can be compared against other funds. Use ETFZX overlap to find shared positions, or ETFZX vs another fund for a side-by-side view. ETFZX alternatives are available via the screener, along with tax-loss harvesting opportunities.