Trillium ESG Global Equity Fund Institutional Class
FundPORIXNASDAQ0.00 n/a
+0.00%(+0.00)
About
This fund primarily targets equity investments in companies that its advisor identifies as excelling in environmental, social, and governance (ESG) practices, possessing strong growth prospects, and trading at attractive valuations. Typically, the fund commits a minimum of 80% of its net assets (including any borrowed capital for investment) to stocks that align with the Adviser's specified ESG standards. Furthermore, the Adviser generally aims to maintain a full allocation to these particular securities. Its portfolio is diversified across the globe, encompassing both established and developing international markets.
Key Facts
Expense Ratio
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Assets Under Management
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NAV
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Holdings
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Inception Date
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Asset Class
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Issuer
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Avg. Volume
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Market Cap
$773.08M
Beta
1.02
52-Week Range
$50.79$59.64$64.38
52W LowCurrent52W High
Performance
1 Week
+2.04%
1 Month
+0.29%
3 Months
+13.84%
YTD
+8.04%
1 Year
−0.78%
3 Years
+5.07%
5 Years
−8.40%
Sector Exposure
Sector exposure data isn't available for this fund yet.
Top Holdings
Holdings data isn't available for this fund yet.