TSMDX Mutual Fund (Trillium ESG Small/Mid Cap Fund Institutional Class) is managed by Trillium Mutual Fund with $37.1M in net assets. TSMDX expense ratio is 0.97%, holding 73 positions across sectors including Industrials, Unknown, Information Technology. Inception date: 2015-08-31.

TSMDX performance shows a YTD return of 9.87%. The 1-year return is 18.25% and the 5-year return is 4.10%.

TSMDX top holdings include Northern Institutional Treasury Portfolio (3.7%), East West Bancorp, Inc. (3.1%), The New York Times Co., Class A (3.0%), Myr Group Inc (2.5%), Lincoln Elec Hldgs Inc (2.5%). View all TSMDX holdings, sector breakdown, or dividend history.

TSMDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. TSMDX alternatives are available via the screener, along with tax-loss harvesting opportunities.