STTIX Mutual Fund

STTIX Mutual Fund

NAV$8.93
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Fund Essentials - as of Feb 28, 2026

Net Assets
$23M
Expense Ratio
0.59%
Dividend Yield (Current)
4.91%
Holdings
274
Inception Date
Apr 2, 2012
Fund Family
North Square Investments, LLC
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD-1.22%
1 Year+1.65%
3 Year+2.85%
5 Year-0.50%
10 Year+1.24%

Asset Allocation

Stocks: 3.75%
Bonds: 93.04%
Cash: 2.97%
Other: 0.25%
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Top Holdings

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TickerNameWeight
FXFXXFirst Am Treas Obli-X2.92%
-United States Treasury Note/Bond 3.5 01/15/20291.97%
T 3.5 01/31/28Us Treasury N/B 3.375 01/31/20281.63%
-United States Treasury Note/Bond 3.75 01/31/20311.48%
T 3.125 05/15/48United States Treasury Note/bond 3.125 05/15/20481.31%
Top 10 Concentration: 15.59%Report Date: Feb 28, 2026
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Dividend Summary

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Dividend Yield (Current)
4.91%
Frequency
Monthly
Latest Distribution
$0.03
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

STTIX Mutual Fund Overview

STTIX Mutual Fund (North Square Core Plus Bond Fund Class I) is managed by North Square Investments, LLC with $23.0M in net assets. STTIX expense ratio is 0.59%, holding 274 positions across sectors including Financials, Utilities, Communication Services. Inception date: 2012-04-02.

STTIX performance shows a YTD return of -1.22%. The 1-year return is 1.65% and the 5-year return is -0.50%. STTIX dividend yield stands at 4.91%, paid monthly.

STTIX top holdings include First Am Treas Obli-X (2.9%), United States Treasury Note/Bond 3.5 01/15/2029 (2.0%), Us Treasury N/B 3.375 01/31/2028 (1.6%), United States Treasury Note/Bond 3.75 01/31/2031 (1.5%), United States Treasury Note/bond 3.125 05/15/2048 (1.3%). Go to all STTIX holdings, STTIX sectors, or STTIX dividends.

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