North Square Preferred and Income Securities Fund (ORDNX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ORDNX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ORDNX
ORDNX charges 1.27% annually. There are 364 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | ORDNX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | ORDNX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | ORDNX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | ORDNX vs FLCPX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 355.20B | Jul 1997 | ORDNX vs VIIIX |
Best Risk-Adjusted Alternatives to ORDNX
ORDNX has a PortfoliosLab risk / return rank of 68. There are 52 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 95 | 17.20B | Dec 2004 | ORDNX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 92 | 92.00B | Nov 2001 | ORDNX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 92 | — | Nov 2004 | ORDNX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 89 | — | Feb 2004 | ORDNX vs GTLOX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 89 | — | Dec 2015 | ORDNX vs RESGX |
Top Performing ORDNX Alternatives (YTD)
ORDNX is at 1.57% YTD. There are 356 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 30.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 30.27% | 17.20B | Dec 2004 | ORDNX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.44% | 92.00B | Nov 2001 | ORDNX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 24.51% | — | Nov 2004 | ORDNX vs POSKX | |
| Integrity ESG Growth & Income Fund | 24.37% | — | Jan 1995 | ORDNX vs IGIAX | |
| Archer Multi Cap Fund | 24.19% | — | Dec 2019 | ORDNX vs ALSMX |
Lowest Volatility Alternatives to ORDNX
ORDNX has 2.28% 1-year volatility. No mutual funds in the Large Cap Blend Equities category have lower 1-year volatility; the lowest-volatility alternatives shown here go as low as 2.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | ORDNX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | ORDNX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.41% | — | Jul 2012 | ORDNX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.58% | — | May 2015 | ORDNX vs FSUVX | |
| JPMorgan Equity Premium Income Fund Class I | 8.72% | — | Aug 2018 | ORDNX vs JEPIX |
Lowest Drawdown Alternatives to ORDNX
ORDNX has a 1-year max drawdown of -2.66%. There is 1 mutual fund in the Large Cap Blend Equities category with a shallower 1-year drawdown, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | ORDNX vs SVPFX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | ORDNX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | ORDNX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | ORDNX vs QUERX | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | ORDNX vs AMFEX |
Other Mutual Funds from North Square
The 7 most viewed North Square mutual funds shown here include ADVGX, ORILX, ORIGX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| North Square Advisory Research Small Cap Value Fun... | Large Cap Value Equities | 35 | 17.70% | — | Nov 2009 | ORDNX vs ADVGX | |
| North Square Multi Strategy Fund | Diversified Portfolio | 47 | 7.60% | — | Feb 1999 | ORDNX vs ORILX | |
| North Square Spectrum Alpha Fund | Small Cap Growth Equities | 69 | 19.73% | — | Jan 1994 | ORDNX vs ORIGX | |
| North Square Dynamic Small Cap Fund | Small Cap Blend Equities | 76 | 20.62% | — | Sep 2015 | ORDNX vs ORSIX | |
| North Square Strategic Income Fund | Multisector Bonds | 47 | 1.45% | — | Dec 2012 | ORDNX vs ADVNX | |
| North Square Altrinsic International Equity Fund | Foreign Large Cap Equities | 23 | 4.42% | — | Dec 2020 | ORDNX vs NSIVX | |
| North Square McKee Bond Fund | Intermediate Core Bond | 25 | 0.49% | — | Dec 2020 | ORDNX vs NMKBX |
Often Compared With ORDNX
Investors most often compare ORDNX with PYHRX, FIUIX, KCE. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare ORDNX with Any Fund or Stock
Compare ORDNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ORDNX with funds that move differently
North Square Preferred and Income Securities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ORDNX.
Explore ORDNX Diversifiers