Xsquare Capital Mutual Funds
Xsquare Capital Funds List
1 to 3 of 3 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
---|---|---|---|---|---|---|---|---|---|---|
X-Square Balanced Fund, LLC A | SQBFX | Moderate Allocation | 12.94% | 36 | 2.750% | High | Front Load | $5,000 | ||
X-Square Balanced Fund, LLC Instl | SQBIX | Moderate Allocation | 13.12% | 33 | 2.500% | High | Institutional | $100,000 | ||
X-Square Balanced Fund, LLC C | SQCBX | Moderate Allocation | 12.27% | 51 | 3.500% | High | Level Load | $5,000 |
Xsquare Capital Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Rating™ for Funds
Percentile Rank