About PORTX
Trillium ESG Global Equity Fund Investor Shares is a mutual fund focused on global large-cap equities that integrate rigorous environmental, social, and governance (ESG) criteria into their investment decisions. The fund’s primary objective is to identify and invest in companies that are recognized leaders in managing ESG risks and opportunities, possess above-average financial features, and demonstrate solid growth potential. By blending fundamental financial analysis with proprietary ESG screening, the fund seeks to build a diversified portfolio of companies positioned to contribute to a sustainable global economy.
The fund excludes firms primarily engaged in fossil fuel production unless they present a credible transition plan toward a low-carbon model. Its portfolio is diversified across developed and emerging markets and features prominent holdings in technology, healthcare, financial services, and consumer sectors. Notable investments include Microsoft, NVIDIA, Alphabet, and Apple, reflecting a growth-oriented, innovation-driven approach. Trillium ESG Global Equity Fund serves investors seeking global equity exposure paired with a strong commitment to sustainability and responsible business practices, playing a significant role in the ESG and sustainable investing sector.
Fund Family Trillium Mutual Funds
Category World Large-Stock Blend
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol PORTX
Share Class Investor Shares
Index MSCI AC World NR USD
PORTX had a total return of 1.17% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.27%.
