ORDNX Alternatives & Similar Mutual Funds

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 358 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
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	ORDNX vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	ORDNX vs VFFSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	ORDNX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	ORDNX vs FLCPX
WBREOX	CIT: BlackRock Equity Index Fund Class 1	0.02%	—	Jul 2017	ORDNX vs WBREOX

Best Risk-Adjusted Alternatives to ORDNX

ORDNX has a PortfoliosLab risk / return rank of 72. There are 103 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	96	15.30B	Dec 2004	ORDNX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	94	82.00B	Nov 2001	ORDNX vs VPMAX
DHAMX	Centre American Select Equity Fund	92	—	Dec 2011	ORDNX vs DHAMX
POSKX	PrimeCap Odyssey Stock Fund	91	—	Nov 2004	ORDNX vs POSKX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	91	—	Feb 2004	ORDNX vs GTLOX

Top Performing ORDNX Alternatives (YTD)

ORDNX is at 1.42% YTD. There are 367 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 29.33%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	29.33%	15.30B	Dec 2004	ORDNX vs VPCCX
YFSIX	AMG Yacktman Global Fund	27.94%	—	Jan 2017	ORDNX vs YFSIX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	27.79%	—	Dec 2015	ORDNX vs RESGX
ALSMX	Archer Multi Cap Fund	26.71%	—	Dec 2019	ORDNX vs ALSMX
IGIAX	Integrity ESG Growth & Income Fund	26.41%	—	Jan 1995	ORDNX vs IGIAX

Lowest Volatility Alternatives to ORDNX

ORDNX has 2.26% 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 2.26%.

Symbol	Name	Volatility 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.26%	—	Mar 2021	ORDNX vs SVPFX
AUEIX	AQR Large Cap Defensive Style Fund	7.91%	—	Jul 2012	ORDNX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	7.91%	—	Jul 2012	ORDNX vs QUERX
FULVX	Fidelity U.S. Low Volatility Equity Fund	8.38%	—	Nov 2019	ORDNX vs FULVX
FSUVX	Fidelity SAI U.S. Low Volatility Index Fund	8.39%	—	May 2015	ORDNX vs FSUVX

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
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-1.33%	—	Mar 2021	ORDNX vs SVPFX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	ORDNX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	ORDNX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	ORDNX vs QUERX
AMFEX	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
ADVGX	North Square Advisory Research Small Cap Value Fun...	Large Cap Value Equities	27	11.42%	—	Nov 2009	ORDNX vs ADVGX
ORILX	North Square Multi Strategy Fund	Diversified Portfolio	47	8.16%	—	Feb 1999	ORDNX vs ORILX
ORIGX	North Square Spectrum Alpha Fund	Small Cap Growth Equities	57	16.28%	—	Jan 1994	ORDNX vs ORIGX
ORSIX	North Square Dynamic Small Cap Fund	Small Cap Blend Equities	66	18.77%	—	Sep 2015	ORDNX vs ORSIX
ADVNX	North Square Strategic Income Fund	Multisector Bonds	47	1.65%	—	Dec 2012	ORDNX vs ADVNX
NMKBX	North Square McKee Bond Fund	Intermediate Core Bond	27	0.49%	—	Dec 2020	ORDNX vs NMKBX
NSIVX	North Square Altrinsic International Equity Fund	Foreign Large Cap Equities	13	4.67%	—	Dec 2020	ORDNX vs NSIVX

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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
PYHRX	Payden High Income Fund	High Yield Bonds	95	2.36%	—	Dec 1997	ORDNX vs PYHRX
FIUIX	Fidelity Telecom and Utilities Fund	Utilities Equities	4	4.92%	—	Nov 1987	ORDNX vs FIUIX
KCE	SPDR S&P Capital Markets ETF	Financials Equities	17	-1.07%	449.09M	Nov 2005	ORDNX vs KCE
BND	Vanguard Total Bond Market ETF	Total Bond Market	37	0.27%	389.80B	Apr 2007	ORDNX vs BND
FXAIX	Fidelity 500 Index Fund	S&P 500	73	11.71%	—	Feb 1988	ORDNX vs FXAIX
VTIP	Vanguard Short-Term Inflation-Protected Securities...	Inflation-Protected Bonds	93	2.05%	68.50B	Oct 2012	ORDNX vs VTIP
PFF	iShares Preferred and Income Securities ETF	Preferred Stock/Convertible Bonds	36	2.93%	13.82B	Mar 2007	ORDNX vs PFF
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	39	6.42%	61.08B	Dec 2009	ORDNX vs SCHG
MIGYX	Invesco Main Street Fund Class Y	Large Cap Blend Equities	42	6.11%	—	Nov 1996	ORDNX vs MIGYX
HESGX	Horizon ESG Defensive Core Fund	Large Cap Blend Equities	61	9.32%	—	Dec 2019	ORDNX vs HESGX
EADOX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	97	6.62%	—	Sep 2015	ORDNX vs EADOX
GQEFX	GMO Quality Fund Class IV	Large Cap Blend Equities	35	5.81%	—	Feb 2004	ORDNX vs GQEFX
NUESX	Northern U.S. Quality ESG Fund	Large Cap Blend Equities	53	8.96%	—	Oct 2017	ORDNX vs NUESX
FGRCX	Fidelity Advisor Mega Cap Stock Fund Class C	Large Cap Blend Equities	75	9.99%	—	Feb 2008	ORDNX vs FGRCX
SWTSX	Schwab Total Stock Market Index Fund	Large Cap Blend Equities	71	12.02%	43.45B	Jun 1999	ORDNX vs SWTSX
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	71	11.98%	2.20T	Nov 2000	ORDNX vs VTSAX
VFIAX	Vanguard 500 Index Fund Admiral Shares	S&P 500, Large Cap Blend Equities	73	11.69%	1.60T	Nov 2000	ORDNX vs VFIAX
WFIVX	Wilshire 5000 Index Portfolio	Large Cap Blend Equities	68	11.56%	—	Feb 1999	ORDNX vs WFIVX
SENCX	Touchstone Large Cap Focused Fund	Large Cap Blend Equities	35	4.80%	—	Jan 1934	ORDNX vs SENCX
SWPPX	Schwab S&P 500 Index Fund	Large Cap Blend Equities, S&P 500	73	11.69%	145.00B	May 1997	ORDNX vs SWPPX

Compare ORDNX with Any Fund or Stock

Compare ORDNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

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

North Square Preferred and Income Securities Fund (ORDNX) Alternatives