North Square Multi Strategy Fund (ORILX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ORILX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ORILX
ORILX charges 0.79% annually. There are 339 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | ORILX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | ORILX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | ORILX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | ORILX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | ORILX vs VTMFX |
Best Risk-Adjusted Alternatives to ORILX
ORILX has a PortfoliosLab risk / return rank of 61. There are 305 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | ORILX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | ORILX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | ORILX vs NWQIX | |
| Federated Hermes Municipal and Stock Advantage Fun... | 94 | — | Sep 2003 | ORILX vs FMUAX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | ORILX vs AYBLX |
Top Performing ORILX Alternatives (YTD)
ORILX is at 9.57% YTD. There are 121 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 30.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 30.31% | — | Jan 1998 | ORILX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | ORILX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.84% | — | Aug 1998 | ORILX vs MHELX | |
| ICON Equity Income Fund | 18.66% | — | May 2004 | ORILX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.85% | — | Dec 2002 | ORILX vs TIBIX |
Lowest Volatility Alternatives to ORILX
ORILX has 10.37% 1-year volatility. There are 393 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | ORILX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | ORILX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | ORILX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | ORILX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | ORILX vs CSTAX |
Lowest Drawdown Alternatives to ORILX
ORILX has a 1-year max drawdown of -7.30%. There are 377 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | ORILX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | ORILX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | ORILX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | ORILX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | ORILX vs CSTAX |
Other Mutual Funds from North Square
The 7 most viewed North Square mutual funds shown here include ORDNX, ADVGX, ORIGX 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 | ORILX vs ORDNX | |
| North Square Advisory Research Small Cap Value Fun... | Large Cap Value Equities | 41 | 21.71% | — | Nov 2009 | ORILX vs ADVGX | |
| North Square Spectrum Alpha Fund | Small Cap Growth Equities | 79 | 22.62% | — | Jan 1994 | ORILX vs ORIGX | |
| North Square Dynamic Small Cap Fund | Small Cap Blend Equities | 82 | 22.16% | — | Sep 2015 | ORILX vs ORSIX | |
| North Square Strategic Income Fund | Multisector Bonds | 58 | 1.12% | — | Dec 2012 | ORILX vs ADVNX | |
| North Square McKee Bond Fund | Intermediate Core Bond | 27 | 0.23% | — | Dec 2020 | ORILX vs NMKBX | |
| North Square Altrinsic International Equity Fund | Foreign Large Cap Equities | 35 | 8.42% | — | Dec 2020 | ORILX vs NSIVX |
Often Compared With ORILX
Investors most often compare ORILX with BXMIX, FCSRX, SIFAX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare ORILX with Any Fund or Stock
Compare ORILX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ORILX with funds that move differently
North Square Multi Strategy Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ORILX.
Explore ORILX Diversifiers