ORLCX : North Square Multi Strategy Fund Class C

ORLCX is a Allocation Market All-In-One with HIGH fees.

ORLCX

North Square Multi Strategy Fund Class C

FI Score

13 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

13% FI Score
  • orlcx
  • Mutual Fund
  • Allocation
  • All-In-One

North Square Multi Strategy Fund Class C

Expenses: 1.78% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks to provide capital appreciation. The fund is a "fund of funds" that seeks to achieve its investment objective by primarily investing in other mutual funds ("underlying funds"). It primarily invests in mutual funds managed by the fund's advisor but may also invest in unaffiliated mutual funds or exchange-traded funds ("ETFs") to gain exposure to asset classes not available through a fund managed by the Advisor. The fund is a multi-strategy fund that will invest directly or indirectly through underlying funds in equity securities and fixed income securities.

Largest Holdings

Amount Holding
30.73% North Square Dynamic Small Cap I
24.88% North Square Oak Ridge Disciplined Gr I
23.23% North Square Oak Ridge Dividend Gr I
4.95% Wavelength Interest Rate Neutral
3.85% Bramshill Income Performance Instl
3.51% North Square International Small Cap I
2.66% North Square Strategic Income I
1.80% North Square Global Res & Infras I

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