ORDNX Mutual Fund
ORDNX Mutual Fund
NAV$21.02
AUM$374M
TER0.97%
Holdings56
See how much of ORDNX you already own
ORDNX Mutual Fund
NAV$21.02
North Square Preferred and Income Securities Fund Class I
AUM$374M
TER0.97%
Holdings56
See how much of ORDNX you already own
ORDNX Mutual Fund Overlap Analysis
ORDNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ORDNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 56 holdings, ORDNX may share significant positions with broad-market funds.
ORDNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ORDNX tax-loss harvesting finds highly correlated but non-identical funds.