North Square Investments Fund Quote
| NSIVX Fund | USD 11.53 0.05 0.44% |
Performance0 of 100
| Odds Of DistressLess than 22
|
North Square is trading at 11.53 as of the 2nd of December 2024; that is 0.44 percent increase since the beginning of the trading day. The fund's open price was 11.48. 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 8th of December 2023 and ending today, the 2nd of December 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
North Mutual Fund Highlights
| Fund Concentration | North Square Funds, Large Blend Funds, Foreign Large Blend Funds, Foreign Large Blend, North Square (View all Sectors) |
| Update Date | 30th of September 2024 |
North Square Investments [NSIVX] is traded in USA and was established 2nd of December 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
| AON | Aon PLC | Stock | Financials | |
| CB | Chubb | Stock | Financials | |
| FXFXX | First American Funds | Money Market Fund | US Money Market Fund |
North Square Top Holders
| PORYX | Oak Ridge Multi | Mutual Fund | Allocation--85%+ Equity | |
| ORILX | Oak Ridge Multi | Mutual Fund | Allocation--85%+ Equity |
North Square Investments Risk Profiles
| Mean Deviation | 0.5178 | |||
| Standard Deviation | 0.6541 | |||
| Variance | 0.4278 | |||
| Risk Adjusted Performance | (0.05) |
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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