North Square Spectrum Alpha Fund (ORIGX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to ORIGX
ORIGX charges 1.60% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among ORIGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | ORIGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | ORIGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | ORIGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | ORIGX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | ORIGX vs VISGX |
Best Risk-Adjusted Alternatives to ORIGX
Among mutual funds in the Small Cap Growth 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 | |
|---|---|---|---|---|
| Needham Aggressive Growth Fund Institutional Class | 91 | Dec 30, 2016 | ORIGX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | ORIGX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | ORIGX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | ORIGX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | ORIGX vs HRSMX |
Top Performing ORIGX Alternatives (YTD)
ORIGX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 29.72% | Mar 20, 2000 | ORIGX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | ORIGX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | ORIGX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | ORIGX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | ORIGX vs OBMCX |
Lowest Volatility Alternatives to ORIGX
ORIGX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.35% | Nov 6, 1995 | ORIGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | ORIGX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | ORIGX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | ORIGX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | ORIGX vs ETEGX |
Lowest Drawdown Alternatives to ORIGX
ORIGX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | -10.15% | Nov 6, 1995 | ORIGX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | ORIGX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | ORIGX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | ORIGX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | ORIGX vs CTSIX |
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 Preferred and Income Securities Fund | Large Cap Blend Equities | 81 | -1.20% | Jun 28, 2013 | ORIGX vs ORDNX | |
| North Square Advisory Research Small Cap Value Fun... | Large Cap Value Equities | 21 | -3.78% | Nov 16, 2009 | ORIGX vs ADVGX | |
| North Square Multi Strategy Fund | Diversified Portfolio | 34 | -3.49% | Feb 28, 1999 | ORIGX vs ORILX | |
| North Square Dynamic Small Cap Fund | Small Cap Blend Equities | 39 | -1.98% | Sep 30, 2015 | ORIGX vs ORSIX | |
| North Square Strategic Income Fund | Multisector Bonds | 93 | 0.41% | Dec 30, 2012 | ORIGX vs ADVNX | |
| North Square Altrinsic International Equity Fund | Foreign Large Cap Equities | 29 | -3.34% | Dec 3, 2020 | ORIGX vs NSIVX | |
| North Square McKee Bond Fund | Intermediate Core Bond | 58 | -0.06% | Dec 27, 2020 | ORIGX vs NMKBX |
Compare ORIGX with Any Fund or Stock
Compare ORIGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.