NKMCX Mutual Fund

NKMCX Mutual Fund (North Square Kennedy MicroCap Fund Class I) is managed by North Square Investments, LLC with $37.5M in net assets. NKMCX expense ratio is 1.48%, holding 146 positions across sectors including Health Care, Financials, Information Technology. Inception date: 2024-06-10.

NKMCX performance shows a YTD return of 26.62%. The 1-year return is 42.12%. NKMCX dividend yield stands at 8.38%, paid annually.

NKMCX top holdings include First Am Treas Obli-X (3.7%), Northeast Bank (2.2%), Nature'S Sunshine Products Inc (1.9%), Artivion, Inc. (1.8%), Materion Corp (1.8%). Go to all NKMCX holdings, NKMCX sectors, or NKMCX dividends.

NKMCX can be compared against other funds. Use NKMCX overlap to find shared positions, or NKMCX vs another fund for a side-by-side view. NKMCX alternatives are available via the screener, along with tax-loss harvesting opportunities.