North Square Investments Fund Quote

NSIVX Fund  USD 11.38  0.02  0.18%   

Performance

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Odds Of Distress

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North Square is trading at 11.38 as of the 26th of November 2024; that is 0.18 percent increase since the beginning of the trading day. The fund's open price was 11.36. 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 Investments are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of December 2022 and ending today, the 26th of November 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing, under normal market conditions, at least 80 percent of the funds net assets in non-U.S. equity securities of companies from at least three countries other than the United States. These countries may include emerging market countries.. More on North Square Investments

Moving against North Mutual Fund

  0.72NKMCX North Square KennedyPairCorr
  0.67ADVGX Advisory Research AllPairCorr
  0.58ORIYX Oak Ridge SmallPairCorr
  0.57ORIGX Oak Ridge SmallPairCorr
  0.49ORSAX Oak Ridge DynamicPairCorr
  0.49ORSIX Oak Ridge DynamicPairCorr

North Mutual Fund Highlights

Fund ConcentrationNorth Square Funds, Large Blend Funds, Foreign Large Blend Funds, Foreign Large Blend, North Square (View all Sectors)
Update Date30th of September 2024
North Square Investments [NSIVX] is traded in USA and was established 26th of November 2024. North Square is listed under North Square category by Fama And French industry classification. The fund is listed under Foreign Large Blend category and is part of North Square family. North Square Investments now has accumulated 118.91 M in assets with minimum initial investment of 1000 K. with the current yeild of 0.01%.
Check North Square Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on North Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding North Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as North Square Investments Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top North Square Investments Mutual Fund Constituents

AONAon PLCStockFinancials
CBChubbStockFinancials
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 Investments 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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