North Square Tactical Growth Fund Marks Twentieth Anniversary
Learn more about how the North Square Tactical Growth Fund marked its 20th anniversary within its Morningstar peer group category.
View North Square Tactical Growth Fund Twentieth Anniversary Press Release
For the 20-year period ended May 2, 2024, North Square Tactical Growth Class I shares (ETFOX) finished among the top 1% of funds in its Morningstar Tactical Allocation category, ranking first among 61 funds. For the one-year, three-year, five-year and 10-year periods ended May 2, 2024, the Fund’s percentile ranking, actual rank and number of funds in its peer group was as follows: 25th/51/233; 19th/39/227; 22nd/34/210; 14th/16/160. (Rankings are based on Morningstar total return.)
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.
Morningstar Ratings/Rankings are for the Class I shares only; other classes may have different performance characteristics.
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