Trillium ESG Global Equity Fund Retail Class (PORTX) Research
The fund primarily targets common stocks of companies that the Adviser identifies as leaders in addressing Environmental, Social, and Governance (ESG) opportunities and risks. These selected enterprises are also expected to demonstrate compelling growth prospects and be available at reasonable valuations. Under typical market conditions, at least 80% of the fund's net assets (inclusive of any capital borrowed for investment) will be committed to equity securities adhering to the Adviser's ESG standards, though the Adviser usually aims for a complete allocation to such investments. The fund's strategy involves a global reach, encompassing exposure to both developing and developed markets.
Market snapshot
- Symbol
- PORTX
- Price
- $59.78
- Day change
- +1.03%
- Market cap
- $766.9M
- 52-week range
- 51.14-64.64
- 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 Institutional Class (PORIX)
- T. Rowe Price Global Allocation (RPGAX)
Open Trillium ESG Global Equity Fund Retail Class (PORTX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.