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North Square Spectrum Alpha Fund (ORIGX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 23, 2026

The investment seeks to provide capital appreciation. The fund invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of small capitalization companies. It may invest in initial public offerings (IPOs) of equity securities. The fund may invest up to 20% of its total assets in equity securities of non-U.S. issuers. It will not invest more than 10% of its total assets in the securities of emerging markets issuers.

Looking to diversify beyond ORIGX? The mutual funds below have the lowest correlation with ORIGX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from ORIGX.

Best Diversifiers for ORIGX

0 mutual funds have low correlation with ORIGX (below 0.3), 0 of which are negatively correlated. The least correlated is North Square Preferred and Income Securities Fund (ORDNX) (Large Cap Blend Equities) with a 1Y correlation of 0.42, roughly unchanged from 0.39 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
ORDNX
North Square Preferred and Income Securities Fund0.420.350.39
69
Large Cap Blend EquitiesORIGX vs ORDNX
DMCRX
Driehaus Micro Cap Growth Fund0.780.840.87
83
Small Cap Growth EquitiesORIGX vs DMCRX
NESIX
Needham Small Cap Growth Fund Institutional0.800.830.84
95
Small Cap Growth EquitiesORIGX vs NESIX
CTSIX
Calamos Timpani Small Cap Growth Fund0.800.830.87
77
Small Cap Growth EquitiesORIGX vs CTSIX
NESGX
Needham Small Cap Growth Fund0.800.830.84
95
Small Cap Growth EquitiesORIGX vs NESGX
See all 18 diversifiers for ORIGX

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Diversification Analysis

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