PORTX Mutual Fund (Trillium ESG Global Equity Fund Investor Class) is managed by Trillium Mutual Fund with $218.8M in net assets. PORTX expense ratio is 1.24%, holding 89 positions across sectors including Unknown, Information Technology, Financials. Inception date: 1999-09-30.

PORTX performance shows a YTD return of 7.65%. The 1-year return is -0.61% and the 5-year return is 1.78%. PORTX dividend yield stands at 14.68%, paid annually.

PORTX 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 PORTX holdings, sector breakdown, or dividend history.

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