PORIX Mutual Fund
PORIX Mutual Fund
Trillium ESG Global Equity Fund Institutional Class
PORIX Mutual Fund Overview
PORIX Mutual Fund (Trillium ESG Global Equity Fund Institutional Class) is managed by Trillium Mutual Fund with $568.6M in net assets. PORIX expense ratio is 0.99%, holding 89 positions across sectors including Unknown, Information Technology, Financials. Inception date: 2007-03-30.
PORIX performance shows a YTD return of 7.76%. The 1-year return is -0.70% and the 5-year return is 3.22%. PORIX dividend yield stands at 15.02%, paid annually.
PORIX top holdings include 'alphabet Inc., Class 'a'' (6.0%), Nvidia Corp (5.6%), Microsoft Corp 4.100 Feb 06 37 (4.4%), Apple Inc (3.4%), Visa Inc. Class A ( V ) (2.1%). View all PORIX holdings, sector breakdown, or dividend history.
PORIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PORIX alternatives are available via the screener, along with tax-loss harvesting opportunities.