ETFZX Mutual Fund (North Square Tactical Defensive Fund Class C) is managed by North Square Investments, LLC with $2.5M in net assets. ETFZX expense ratio is 2.78%, holding 6 positions across sectors including Financials. Inception date: 2009-10-01.

ETFZX performance shows a YTD return of 6.15%. The 1-year return is 14.48% and the 5-year return is 3.98%.

ETFZX top holdings include Spdr(R) Portfolio S&P 500(R) Etf (29.7%), Spdr S&p 500 ETF (26.1%), First American Treasury Obligations Fund (19.9%), Spdr Portfolio Developed World Ex-us ETF (15.9%), Spdr Portfolio Emerging Markets ETF (5.3%). View all ETFZX holdings, sector breakdown, or dividend history.

ETFZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ETFZX alternatives are available via the screener, along with tax-loss harvesting opportunities.