North Square McKee Bond Fund Class R6 is an intermediate core bond mutual fund designed to provide investors with a high-quality, highly liquid, and well-diversified fixed income portfolio. The fund’s primary objective is to maximize total return while delivering consistent performance against its benchmark, the Bloomberg U.S. Aggregate Bond Index. It achieves this by investing at least 80% of its assets in fixed and floating rate investment-grade securities, including U.S. Treasuries, government agencies, mortgage-backed securities, and select corporate bonds. The fund emphasizes disciplined, bottom-up security selection and risk-controlled management, aiming to mitigate risks associated with credit, duration, and yield curve decisions. Notably, it offers a low net expense ratio of 0.28%, making it cost-effective relative to its peer group, and distributes income monthly. North Square McKee Bond Fund Class R6 appeals to institutional investors and retirement plans seeking diversified bond exposure with an emphasis on quality, liquidity, and prudent risk management in the U.S. fixed income market. It is rated highly within its Morningstar category for risk-adjusted performance among intermediate core bond funds.
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