Mutual Funds

North Square Investments Trust

Exchange Hours Website
9:30 - 15:59 ET northsquareinvest.com


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Initial Investment
Minimum1
Advisor Initial
Minimum1
Investment
Type
Load
Type
Share
Class
Transaction
Fee
NORTH SQUARE OAK RIDGE DIVIDEND GROWTH FUND ORDAX USD 1,000 USD 1,000 N/A N/A CLASS A Yes
NORTH SQUARE OAK RIDGE DIVIDEND GROWTH FUND ORDNX USD 1,000,000 USD 1,000,000 N/A N/A CLASS I Yes
NORTH SQUARE OAK RIDGE SMALL CAP GROWTH FUND ORIGX USD 1,000 USD 1,000 N/A N/A CLASS A Yes
NORTH SQUARE OAK RIDGE SMALL CAP GROWTH FUND ORICX USD 1,000 USD 1,000 N/A N/A CLASS C Yes
NORTH SQUARE OAK RIDGE SMALL CAP GROWTH FUND ORIKX USD 1,000,000 USD 1,000,000 N/A N/A CLASS K Yes
NORTH SQUARE OAK RIDGE SMALL CAP GROWTH FUND ORIYX USD 1,000,000 USD 1,000,000 N/A N/A CLASS I Yes
NORTH SQUARE MULTI STRATEGY FUND ORILX USD 1,000 USD 1,000 N/A N/A CLASS A Yes
NORTH SQUARE MULTI STRATEGY FUND ORLCX USD 1,000 USD 1,000 N/A N/A CLASS C Yes
NORTH SQUARE MULTI STRATEGY FUND PORYX USD 1,000,000 USD 1,000,000 N/A N/A CLASS I Yes
NORTH SQUARE DYNAMIC SMALL CAP FUND ORSAX USD 1,000 USD 1,000 N/A N/A CLASS A Yes
NORTH SQUARE DYNAMIC SMALL CAP FUND ORSIX USD 1,000,000 USD 1,000,000 N/A N/A CLASS I Yes
NORTH SQUARE OAK RIDGE DISCIPLINED GROWTH FD ODGIX USD 1,000,000 USD 1,000,000 N/A N/A CLASS I Yes
NORTH SQUARE GLBL RESOURCES & INFRASTRUCTURE INNNX USD 1,000,000 USD 1,000,000 N/A N/A CLASS I Yes
NORTH SQUARE TACTICAL GROWTH FUND ETFAX USD 1,000 USD 1,000 N/A N/A CLASS A Yes
NORTH SQUARE TACTICAL GROWTH FUND ETFCX USD 1,000 USD 1,000 N/A N/A CLASS C Yes
NORTH SQUARE TACTICAL GROWTH FUND ETFOX USD 1,000,000 USD 1,000,000 N/A N/A CLASS I Yes
NORTH SQUARE TACTICAL DEFENSIVE FUND ETFRX USD 1,000 USD 1,000 N/A N/A CLASS A Yes
NORTH SQUARE TACTICAL DEFENSIVE FUND ETFZX USD 1,000 USD 1,000 N/A N/A CLASS C Yes
NORTH SQUARE TACTICAL DEFENSIVE FUND ETFWX USD 1,000,000 USD 1,000,000 N/A N/A CLASS I Yes
NORTH SQUARE TRILOGY ALTERNATIVE RETURN FUND STTGX USD 1,000 USD 1,000 N/A N/A CLASS A Yes
NORTH SQUARE TRILOGY ALTERNATIVE RETURN FUND STTCX USD 1,000 USD 1,000 N/A N/A CLASS C Yes
NORTH SQUARE TRILOGY ALTERNATIVE RETURN FUND STTIX USD 1,000,000 USD 1,000,000 N/A N/A CLASS I Yes

Notes:

  1. Advisor minimums may be lower.