PORIX Mutual Fund

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 86 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2007-03-30.

PORIX performance shows a YTD return of 11.19%. The 1-year return is 17.51% and the 5-year return is 5.69%. PORIX dividend yield stands at 14.56%, paid annually.

PORIX top holdings include Alphabet Inc,class A (6.0%), Nvidia Corp (5.6%), Microsoft Corp (4.4%), Apple, Inc (3.4%), Visa Inc Class A (2.1%). Go to all PORIX holdings, PORIX sectors, or PORIX dividends.

PORIX can be compared against other funds. Use PORIX overlap to find shared positions, or PORIX vs another fund for a side-by-side view. PORIX alternatives are available via the screener, along with tax-loss harvesting opportunities.