North Square Preferred and Income Securities Fund (ORDNX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to ORDNX
ORDNX charges 1.27% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among ORDNX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | ORDNX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | ORDNX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | ORDNX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | ORDNX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | ORDNX vs SSSYX |
Best Risk-Adjusted Alternatives to ORDNX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | ORDNX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | ORDNX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | ORDNX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | ORDNX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | ORDNX vs DHAMX |
Top Performing ORDNX Alternatives (YTD)
ORDNX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | ORDNX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | ORDNX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | ORDNX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | ORDNX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | ORDNX vs RCKSX |
Lowest Volatility Alternatives to ORDNX
ORDNX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | ORDNX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | ORDNX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | ORDNX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | ORDNX vs QUERX | |
| Castle Tandem Fund | 12.04% | Mar 15, 2019 | ORDNX vs TANDX |
Lowest Drawdown Alternatives to ORDNX
ORDNX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | ORDNX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | ORDNX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | ORDNX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | ORDNX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | -8.87% | Jan 24, 2021 | ORDNX vs NWAUX |
Other Mutual Funds from North Square
Most popular North Square mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| North Square Spectrum Alpha Fund | Small Cap Growth Equities | 33 | -2.43% | Jan 3, 1994 | ORDNX vs ORIGX | |
| North Square Advisory Research Small Cap Value Fun... | Large Cap Value Equities | 21 | -3.78% | Nov 16, 2009 | ORDNX vs ADVGX | |
| North Square Multi Strategy Fund | Diversified Portfolio | 34 | -3.49% | Feb 28, 1999 | ORDNX vs ORILX | |
| North Square Dynamic Small Cap Fund | Small Cap Blend Equities | 39 | -1.98% | Sep 30, 2015 | ORDNX vs ORSIX | |
| North Square Strategic Income Fund | Multisector Bonds | 93 | 0.41% | Dec 30, 2012 | ORDNX vs ADVNX | |
| North Square Altrinsic International Equity Fund | Foreign Large Cap Equities | 29 | -3.34% | Dec 3, 2020 | ORDNX vs NSIVX | |
| North Square McKee Bond Fund | Intermediate Core Bond | 58 | -0.06% | Dec 27, 2020 | ORDNX vs NMKBX |
Often Compared With ORDNX
What investors most often compare with ORDNX, 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.