ORIGX – North Square Spectrum Alpha Fund A Investment Strategy | Morningstar

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Strategy

The investment seeks to provide capital appreciation. The fund is considered a “fund of funds” that invests primarily in affiliated mutual funds managed by the Adviser and its affiliates. Under normal conditions, through the underlying funds, the fund is expected to indirectly invest in the equity securities of U.S. and foreign micro-cap, small, and mid-sized companies among others. The fund uses a “blend” strategy to gain investment exposure to both growth and value stocks, or to stocks with characteristics of both.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
ORIYX	North Square Spectrum Alpha Fund Class I	Institutional	Open			Dec 20, 2012	$23.42M	1.740%	High	$1M	−$10.45M
ORIGX	North Square Spectrum Alpha Fund Class A	Front Load	Open			Jan 3, 1994	$46.69M	2.000%	High	$1,000	−$8.56M

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