ORDNX Alternatives & Similar Mutual Funds

North Square Preferred and Income Securities Fund (ORDNX) belongs to the Preferred Stock 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 7 mutual funds in the Preferred Stock category with lower expense ratios, going as low as 0.60%.

Symbol	Name	Expense Ratio	AUM	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	0.60%	—	Nov 2015	ORDNX vs LPXZX
NPSRX	Nuveen Preferred Securities & Income Fund	0.74%	—	Dec 2006	ORDNX vs NPSRX
PFINX	PIMCO Preferred and Capital Securities Fund	0.79%	—	Apr 2015	ORDNX vs PFINX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	0.79%	—	Apr 2002	ORDNX vs PPSIX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	0.84%	—	May 2010	ORDNX vs CPXIX

Best Risk-Adjusted Alternatives to ORDNX

ORDNX has a PortfoliosLab risk / return rank of 54. There are 8 mutual funds in the Preferred Stock category with higher risk-adjusted ranks, going as high as 82.

Symbol	Name	Risk / Return Rank	AUM	Inception
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	82	—	Apr 2011	ORDNX vs DPIIX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	77	—	Feb 2019	ORDNX vs PISHX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	76	—	Nov 2015	ORDNX vs LPXZX
PCSFX	Principal Capital Securities Fund	74	—	Mar 2014	ORDNX vs PCSFX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	73	—	May 2010	ORDNX vs CPXIX

Top Performing ORDNX Alternatives (YTD)

ORDNX is at 1.10% YTD. There are 7 mutual funds in the Preferred Stock category with higher YTD returns, going as high as 4.19%.

Symbol	Name	YTD Return	AUM	Inception
KIFAX	Salient Select Income Fund	4.19%	—	Mar 2001	ORDNX vs KIFAX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	1.85%	—	Feb 2019	ORDNX vs PISHX
PFINX	PIMCO Preferred and Capital Securities Fund	1.81%	—	Apr 2015	ORDNX vs PFINX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	1.71%	—	Nov 2015	ORDNX vs LPXZX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	1.70%	—	May 2010	ORDNX vs CPXIX

Lowest Volatility Alternatives to ORDNX

ORDNX has 2.30% 1-year volatility. There are 3 mutual funds in the Preferred Stock category with lower 1-year volatility, going as low as 1.94%.

Symbol	Name	Volatility 1Y	AUM	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	1.94%	—	Nov 2015	ORDNX vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	2.13%	—	Apr 2011	ORDNX vs DPIIX
PCSFX	Principal Capital Securities Fund	2.18%	—	Mar 2014	ORDNX vs PCSFX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	2.46%	—	Feb 2019	ORDNX vs PISHX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	2.48%	—	Apr 2002	ORDNX vs PPSIX

Lowest Drawdown Alternatives to ORDNX

ORDNX has a 1-year max drawdown of -2.66%. There are 2 mutual funds in the Preferred Stock category with shallower 1-year drawdowns, going as shallow as -2.14%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	-2.14%	—	Nov 2015	ORDNX vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	-2.39%	—	Apr 2011	ORDNX vs DPIIX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	-2.83%	—	Feb 2019	ORDNX vs PISHX
PCSFX	Principal Capital Securities Fund	-2.97%	—	Mar 2014	ORDNX vs PCSFX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	-3.00%	—	May 2010	ORDNX vs CPXIX

Other Mutual Funds from North Square

The 8 most viewed North Square mutual funds shown here include ADVGX, ORILX, ORIGX and span 8 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ADVGX	North Square Advisory Research Small Cap Value Fun...	Large Cap Value Equities	42	22.69%	—	Nov 2009	ORDNX vs ADVGX
ORILX	North Square Multi Strategy Fund	Diversified Portfolio	63	8.95%	—	Feb 1999	ORDNX vs ORILX
ORIGX	North Square Spectrum Alpha Fund	Small Cap Growth Equities	79	21.07%	—	Jan 1994	ORDNX vs ORIGX
ORSIX	North Square Dynamic Small Cap Fund	Small Cap Blend Equities	83	20.12%	—	Sep 2015	ORDNX vs ORSIX
ADVNX	North Square Strategic Income Fund	Multisector Bonds	63	0.46%	—	Dec 2012	ORDNX vs ADVNX
NMKBX	North Square McKee Bond Fund	Intermediate Core Bond	18	-0.56%	—	Dec 2020	ORDNX vs NMKBX
NSIVX	North Square Altrinsic International Equity Fund	Foreign Large Cap Equities	62	10.01%	—	Dec 2020	ORDNX vs NSIVX
DRSVX	North Square Small Cap Value Fund	Small Cap Value Equities	84	23.18%	—	Dec 2003	ORDNX vs DRSVX

Often Compared With ORDNX

Investors most often compare ORDNX with PYHRX, FIUIX, KCE. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
PYHRX	Payden High Income Fund	High Yield Bonds	93	2.35%	—	Dec 1997	ORDNX vs PYHRX
FIUIX	Fidelity Telecom and Utilities Fund	Utilities Equities	2	1.77%	—	Nov 1987	ORDNX vs FIUIX
KCE	SPDR S&P Capital Markets ETF	Financials Equities	24	10.39%	455.34M	Nov 2005	ORDNX vs KCE
BND	Vanguard Total Bond Market ETF	Total Bond Market	24	-0.30%	398.10B	Apr 2007	ORDNX vs BND
VTIP	Vanguard Short-Term Inflation-Protected Securities...	Inflation-Protected Bonds	88	1.77%	71.10B	Oct 2012	ORDNX vs VTIP
FXAIX	Fidelity 500 Index Fund	S&P 500	59	10.13%	—	Feb 1988	ORDNX vs FXAIX
PFF	iShares Preferred and Income Securities ETF	Preferred Stock	24	1.86%	13.15B	Mar 2007	ORDNX vs PFF
MIGYX	Invesco Main Street Fund Class Y	Large Cap Blend Equities	33	7.09%	—	Nov 1996	ORDNX vs MIGYX
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	39	7.11%	59.97B	Dec 2009	ORDNX vs SCHG
GQEFX	GMO Quality Fund Class IV	Quality Factor, Large Cap Blend Equities	52	7.42%	—	Feb 2004	ORDNX vs GQEFX
HESGX	Horizon ESG Defensive Core Fund	Large Cap Blend Equities	42	7.59%	—	Dec 2019	ORDNX vs HESGX
NUESX	Northern U.S. Quality ESG Fund	Quality Factor, Large Cap Blend Equities	43	8.70%	—	Oct 2017	ORDNX vs NUESX
EADOX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	98	8.35%	—	Sep 2015	ORDNX vs EADOX
FGRCX	Fidelity Advisor Mega Cap Stock Fund Class C	Large Cap Blend Equities	68	11.23%	—	Feb 2008	ORDNX vs FGRCX
SWTSX	Schwab Total Stock Market Index Fund	Large Cap Blend Equities	58	10.49%	44.09B	Jun 1999	ORDNX vs SWTSX
RFNBX	American Funds Fundamental Investors Fund Class R2	Large Cap Blend Equities	54	12.69%	—	May 2002	ORDNX vs RFNBX
SENCX	Touchstone Large Cap Focused Fund	Large Cap Blend Equities	29	6.70%	—	Jan 1934	ORDNX vs SENCX
MEQFX	AMG River Road Large Cap Value Select Fund	Large Cap Blend Equities	2	0.61%	—	Aug 1992	ORDNX vs MEQFX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	Large Cap Blend Equities	59	10.12%	—	—	ORDNX vs VFFSX
BTEFX	Boston Trust Equity Fund	Large Cap Blend Equities	37	7.40%	—	Oct 2003	ORDNX vs BTEFX

Compare ORDNX with Any Fund or Stock

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

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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