Trillium ESG Global Equity Fund Institutional Class (PORIX) Research
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.
Market snapshot
- Symbol
- PORIX
- Price
- $59.40
- Day change
- +1.02%
- Market cap
- $774.7M
- 52-week range
- 50.79-64.38
- Sector
- Financial Services
- Industry
- Asset Management - Global
Peer companies
- American Century Global Real Estate Fd Inv Cl (ARYVX)
- BNY Mellon Global Stock Fund - Class A (DGLAX)
- BNY Mellon Global Stock Fund - Class C (DGLCX)
- BNY Mellon Global Stock Fund - Class I (DGLRX)
- Franklin International Growth Fund Class R6 (FILRX)
- Franklin International Growth Fund Class A (FNGAX)
- Trillium ESG Global Equity Fund Retail Class (PORTX)
- T. Rowe Price Global Allocation (RPGAX)
Open Trillium ESG Global Equity Fund Institutional Class (PORIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.