ORDNX Mutual Fund

ORDNX Mutual Fund

NAV$20.92
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Fund Essentials - as of May 31, 2026

Net Assets
$371M
Expense Ratio
0.97%
Dividend Yield (Current)
6.78%
Holdings
63
Inception Date
Jun 28, 2013
Fund Family
North Square Investments, LLC
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD+0.96%
1 Year+3.78%
3 Year+9.50%
5 Year+6.06%
10 Year+11.21%

Asset Allocation

Stocks: 1.39%
Bonds: 94.11%
Cash: 3.95%
Other: 0.55%
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Top Holdings

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TickerNameWeight
FXFXXFirst Am Treas Obli-X3.86%
-Nordea Ba Vrn 12/31/21993.20%
ET V6.625 PERP BEnergy Transfer Lp 3M Us L + 4.155 12/31/20493.14%
RCICN V7.125 04/15/5Rogers Communications In Regd V/R 7.12500000 7.125 04/15/20553.00%
NI V6.375 03/31/55Nisource Inc Variable Rate, Due 03/31/20552.90%
Top 10 Concentration: 29.32%Report Date: May 31, 2026
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Dividend Summary

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Dividend Yield (Current)
6.78%
Frequency
Monthly
Latest Distribution
$0.08
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

ORDNX Mutual Fund Overview

ORDNX Mutual Fund (North Square Preferred and Income Securities Fund Class I) is managed by North Square Investments, LLC with $371.3M in net assets. ORDNX expense ratio is 0.97%, holding 63 positions across sectors including Utilities, Financials, Communication Services. Inception date: 2013-06-28.

ORDNX performance shows a YTD return of 0.96%. The 1-year return is 3.78% and the 5-year return is 6.06%. ORDNX dividend yield stands at 6.78%, paid monthly.

ORDNX top holdings include First Am Treas Obli-X (3.9%), Nordea Ba Vrn 12/31/2199 (3.2%), Energy Transfer Lp 3M Us L + 4.155 12/31/2049 (3.1%), Rogers Communications In Regd V/R 7.12500000 7.125 04/15/2055 (3.0%), Nisource Inc Variable Rate, Due 03/31/2055 (2.9%). Go to all ORDNX holdings, ORDNX sectors, or ORDNX dividends.

ORDNX can be compared against other funds. Use ORDNX overlap to find shared positions, or ORDNX vs another fund for a side-by-side view. ORDNX alternatives are available via the screener, along with tax-loss harvesting opportunities.