North Square Mckee Fund Quote

NMKBX Fund  USD 8.77  0.01  0.11%   

Performance

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Odds Of Distress

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North Square is trading at 8.77 as of the 22nd of November 2024; that is 0.11 percent decrease since the beginning of the trading day. The fund's open price was 8.78. North Square has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for North Square Mckee are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of December 2022 and ending today, the 22nd of November 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in fixed and floating rate investment grade securities. The advisor focuses on investments in fixed maturity and callable U.S. government agency securities and high quality corporate bonds, agency mortgages and other investment grade securitized holdings, seeking to minimize the potential for loss of principal due to credit risk.. More on North Square Mckee

Moving together with North Mutual Fund

  0.72NSIVX North Square InvestmentsPairCorr

Moving against North Mutual Fund

  0.74ADVGX Advisory Research AllPairCorr
  0.69NKMCX North Square KennedyPairCorr
  0.68ORIYX Oak Ridge SmallPairCorr
  0.68ORIGX Oak Ridge SmallPairCorr
  0.61ORSAX Oak Ridge DynamicPairCorr
  0.61ORSIX Oak Ridge DynamicPairCorr

North Mutual Fund Highlights

Fund ConcentrationNorth Square Funds, Intermediate Core Bond Funds, Intermediate Core Bond, North Square (View all Sectors)
Update Date30th of September 2024
North Square Mckee [NMKBX] is traded in USA and was established 22nd of November 2024. North Square is listed under North Square category by Fama And French industry classification. The fund is listed under Intermediate Core Bond category and is part of North Square family. North Square Mckee now has accumulated 122.77 M in assets with no minimum investment requirements
Check North Square Probability Of Bankruptcy

Instrument Allocation

Top North Square Mckee Mutual Fund Constituents

FXFXXFirst American FundsMoney Market FundUS Money Market Fund
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North Square Top Holders

PORYXOak Ridge MultiMutual FundAllocation--85%+ Equity
ORILXOak Ridge MultiMutual FundAllocation--85%+ Equity
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North Square Mckee Risk Profiles

North Square Against Markets

Other Information on Investing in North Mutual Fund

North Square financial ratios help investors to determine whether North Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in North with respect to the benefits of owning North Square security.
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