About PORIX
Trillium ESG Global Equity Fund Institutional Shares is an actively managed mutual fund focusing on companies worldwide that demonstrate leadership in environmental, social, and governance (ESG) practices. The fund’s strategy blends traditional financial analysis with proprietary ESG criteria, targeting firms considered effective at managing sustainability-related risks and capitalizing on opportunities. Its portfolio features large-cap companies with above-average growth potential and reasonable valuations, while explicitly excluding businesses primarily engaged in fossil fuel production unless they present credible low-carbon transition plans.
The fund is diversified globally, investing across sectors and both developed and emerging markets. Its holdings include prominent technology, financial services, healthcare, and consumer goods companies, with significant positions in industry leaders driving innovation and sustainability. By applying negative and controversy screening, the fund aims to promote positive environmental and social outcomes alongside long-term capital growth. Designed for institutional investors, it serves as a core equity allocation for those seeking global diversification while prioritizing ESG integration and responsible investment principles in portfolio construction.
Fund Family Trillium Mutual Funds
Category World Large-Stock Blend
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol PORIX
Share Class Institutional Shares
Index MSCI AC World NR USD
PORIX had a total return of 1.38% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.71%.
