North Square Kennedy MicroCap Fund Marked its First Anniversary with a Number One Percentile Ranking in its Morningstar Small Blend Category, Ranking First Among 609 Funds, Based on Total Returns

For the one-year period ended June 10, 2025, North Square Kennedy MicroCap Fund Class I shares (NKMCX) finished among the top 1% of funds in its Morningstar Small Blend category, ranking first among 609 funds, based on total returns. (As the Fund’s date of inception was June 10, 2024, the Fund has not been in existence long enough to be ranked for other time periods yet.) 

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Morningstar Rankings represent a fund’s total return percentile rank relative to all funds in the same Morningstar Category for the same time period. The highest (or most favorable) percentile rank is 1%, and the lowest (or least favorable) percentile rank is 100%. It is based on Morningstar total return, which includes both income and capital gains or losses and is not adjusted for sales charges or redemption fees. The Ranking may reflect the waiver of all or a portion of the fund’s fees. Without such waiver, the Rankings may have been lower.

The Morningstar Small Blend category refers to a group of U.S. equity funds that primarily invest in smaller companies, with a blend of both growth and value stocks. These funds focus on companies at the lower end of the market capitalization spectrum within the U.S. equity market.

North Square is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. Information contained herein derives from third-party sources believed to be reliable by the Adviser. However the accuracy and completeness cannot be guaranteed.

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