ETFZX Mutual Fund

ETFZX Mutual Fund (North Square Tactical Defensive Fund Class C) is managed by North Square Investments, LLC with $2.3M in net assets. ETFZX expense ratio is 2.79%, holding 6 positions across sectors including Financials. Inception date: 2009-10-01.

ETFZX performance shows a YTD return of 3.40%. The 1-year return is 1.38% and the 5-year return is 2.90%.

ETFZX 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 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.