North Square Spectrum Alpha Fund (ORIGX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ORIGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ORIGX
ORIGX charges 1.60% annually. There are 150 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | ORIGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | ORIGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | ORIGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | ORIGX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | ORIGX vs VISGX |
Best Risk-Adjusted Alternatives to ORIGX
ORIGX has a PortfoliosLab risk / return rank of 79. There are 12 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 91 | — | Nov 2015 | ORIGX vs DSCIX | |
| Needham Small Cap Growth Fund Institutional | 89 | — | Dec 2016 | ORIGX vs NESIX | |
| Needham Small Cap Growth Fund | 89 | — | May 2002 | ORIGX vs NESGX | |
| Driehaus Micro Cap Growth Fund | 87 | — | Nov 2013 | ORIGX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | — | Dec 1995 | ORIGX vs OBMCX |
Top Performing ORIGX Alternatives (YTD)
ORIGX is at 22.62% YTD. There are 45 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 65.50%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 65.50% | — | Dec 2016 | ORIGX vs NESIX | |
| Needham Small Cap Growth Fund | 64.97% | — | May 2002 | ORIGX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 44.90% | — | Dec 2016 | ORIGX vs NEAIX | |
| Needham Aggressive Growth Fund | 44.61% | — | Sep 2001 | ORIGX vs NEAGX | |
| Oberweis Micro Cap Fund | 42.82% | — | Dec 1995 | ORIGX vs OBMCX |
Lowest Volatility Alternatives to ORIGX
ORIGX has 18.09% 1-year volatility. There are 29 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.64% | — | Nov 1995 | ORIGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.34% | — | Jul 2011 | ORIGX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.28% | — | Jan 1997 | ORIGX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.31% | — | Sep 1988 | ORIGX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.32% | — | Jul 1999 | ORIGX vs NBGIX |
Lowest Drawdown Alternatives to ORIGX
ORIGX has a 1-year max drawdown of -9.55%. There are 6 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | ORIGX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | ORIGX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | ORIGX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | ORIGX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | ORIGX vs RFIMX |
Other Mutual Funds from North Square
The 7 most viewed North Square mutual funds shown here include ORDNX, ADVGX, ORILX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | Large Cap Blend Equities | 69 | 1.88% | — | Jun 2013 | ORIGX vs ORDNX | |
| North Square Advisory Research Small Cap Value Fun... | Large Cap Value Equities | 41 | 21.71% | — | Nov 2009 | ORIGX vs ADVGX | |
| North Square Multi Strategy Fund | Diversified Portfolio | 61 | 9.57% | — | Feb 1999 | ORIGX vs ORILX | |
| North Square Dynamic Small Cap Fund | Small Cap Blend Equities | 82 | 22.16% | — | Sep 2015 | ORIGX vs ORSIX | |
| North Square Strategic Income Fund | Multisector Bonds | 58 | 1.12% | — | Dec 2012 | ORIGX vs ADVNX | |
| North Square McKee Bond Fund | Intermediate Core Bond | 27 | 0.23% | — | Dec 2020 | ORIGX vs NMKBX | |
| North Square Altrinsic International Equity Fund | Foreign Large Cap Equities | 35 | 8.42% | — | Dec 2020 | ORIGX vs NSIVX |
Often Compared With ORIGX
Investors most often compare ORIGX with ETMGX, HRSMX, NCLEX. These 18 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare ORIGX with Any Fund or Stock
Compare ORIGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ORIGX with funds that move differently
North Square Spectrum Alpha Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ORIGX.
Explore ORIGX Diversifiers