North Square

Statistics as of Jun 06, 2025

Search , , ,

in

Further filter by keywords:
Found total of 14 distinct funds
Download top 1000 CSV
Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return ▲3yr Return1yr ReturnTotal Assets6M Money Flow
Small Blend
Expense Ratio
0.94%
TTM Yield
0.1%
3yr Sharpe
0.13
YTD Return
-4.8%
3yr Return
24.5%
1yr Return
6.4%
Total Assets
$24M
6M Money Flow
-$488K
Small Blend
Expense Ratio
0.99%
TTM Yield
0.2%
3yr Sharpe
0.27
YTD Return
-4.8%
3yr Return
33.0%
1yr Return
3.6%
Total Assets
$505M
6M Money Flow
$126M
Small Blend
Expense Ratio
2.24%
TTM Yield
0.0%
3yr Sharpe
0.19
YTD Return
-4.5%
3yr Return
27.4%
1yr Return
5.5%
Total Assets
$70M
6M Money Flow
-$6M
Small Value
Expense Ratio
1.05%
TTM Yield
2.1%
3yr Sharpe
0.02
YTD Return
-4.1%
3yr Return
15.4%
1yr Return
-5.8%
Total Assets
$197M
6M Money Flow
-$75M
Tactical Allocation
Expense Ratio
1.80%
TTM Yield
1.1%
3yr Sharpe
-0.19
YTD Return
-1.9%
3yr Return
9.8%
1yr Return
-2.0%
Total Assets
$51M
6M Money Flow
-$3M
Intermediate Core Bond
Expense Ratio
0.28%
TTM Yield
4.2%
3yr Sharpe
-0.36
YTD Return
2.0%
3yr Return
7.2%
1yr Return
3.8%
Total Assets
$179M
6M Money Flow
$15M
Small Blend
Expense Ratio
1.47%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
2.0%
3yr Return
-
1yr Return
-
Total Assets
$22M
6M Money Flow
$9M
Preferred Stock
Expense Ratio
0.60%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
2.3%
3yr Return
-
1yr Return
-
Total Assets
$12M
6M Money Flow
$12M
Intermediate Core-Plus Bond
Expense Ratio
0.60%
TTM Yield
4.8%
3yr Sharpe
-0.74
YTD Return
2.4%
3yr Return
2.6%
1yr Return
7.3%
Total Assets
$23M
6M Money Flow
$5M
Preferred Stock
Expense Ratio
0.97%
TTM Yield
4.4%
3yr Sharpe
0.60
YTD Return
2.5%
3yr Return
34.1%
1yr Return
8.8%
Total Assets
$322M
6M Money Flow
$61M
Aggressive Allocation
Expense Ratio
1.56%
TTM Yield
0.8%
3yr Sharpe
0.34
YTD Return
2.6%
3yr Return
30.1%
1yr Return
8.7%
Total Assets
$38M
6M Money Flow
-$4M
Tactical Allocation
Expense Ratio
1.45%
TTM Yield
1.0%
3yr Sharpe
0.43
YTD Return
2.9%
3yr Return
32.2%
1yr Return
9.9%
Total Assets
$538M
6M Money Flow
-$19M
Multisector Bond
Expense Ratio
0.69%
TTM Yield
3.9%
3yr Sharpe
0.24
YTD Return
5.0%
3yr Return
19.5%
1yr Return
10.5%
Total Assets
$462M
6M Money Flow
$220M
Foreign Large Value
Expense Ratio
0.98%
TTM Yield
1.8%
3yr Sharpe
0.41
YTD Return
16.2%
3yr Return
35.8%
1yr Return
14.4%
Total Assets
$108M
6M Money Flow
-$29M