North Square Multi Strategy Fund (ORILX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to ORILX
ORILX charges 0.79% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among ORILX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | ORILX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | ORILX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | ORILX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | ORILX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | ORILX vs MAANX |
Best Risk-Adjusted Alternatives to ORILX
Among mutual funds in the Diversified Portfolio 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 | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | ORILX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | ORILX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | ORILX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | ORILX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | ORILX vs PMAIX |
Top Performing ORILX Alternatives (YTD)
ORILX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | ORILX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | ORILX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | ORILX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | ORILX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | ORILX vs CONWX |
Lowest Volatility Alternatives to ORILX
ORILX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | ORILX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | ORILX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | ORILX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | ORILX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | ORILX vs SICIX |
Lowest Drawdown Alternatives to ORILX
ORILX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | ORILX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | ORILX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | ORILX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | ORILX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | ORILX vs SICIX |
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 | ORILX vs ORDNX | |
| North Square Spectrum Alpha Fund | Small Cap Growth Equities | 33 | -2.43% | Jan 3, 1994 | ORILX vs ORIGX | |
| North Square Advisory Research Small Cap Value Fun... | Large Cap Value Equities | 21 | -3.78% | Nov 16, 2009 | ORILX vs ADVGX | |
| North Square Dynamic Small Cap Fund | Small Cap Blend Equities | 39 | -1.98% | Sep 30, 2015 | ORILX vs ORSIX | |
| North Square Strategic Income Fund | Multisector Bonds | 93 | 0.41% | Dec 30, 2012 | ORILX vs ADVNX | |
| North Square Altrinsic International Equity Fund | Foreign Large Cap Equities | 29 | -3.34% | Dec 3, 2020 | ORILX vs NSIVX | |
| North Square McKee Bond Fund | Intermediate Core Bond | 58 | -0.06% | Dec 27, 2020 | ORILX vs NMKBX |
Often Compared With ORILX
What investors most often compare with ORILX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Blackstone Alternative Multi-Strategy Fund | Multistrategy | 90 | -0.46% | Jun 15, 2014 | ORILX vs BXMIX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | ORILX vs EKBAX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | ORILX vs QBDSX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | ORILX vs TPDAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | ORILX vs WWWEX | |
| Fidelity Sustainable Multi-Asset Fund | Diversified Portfolio | 64 | -4.40% | Feb 9, 2022 | ORILX vs FYMIX |
Compare ORILX with Any Fund or Stock
Compare ORILX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.