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

PORIX performance shows a YTD return of 8.90%. The 1-year return is 17.79% and the 5-year return is 6.17%. PORIX dividend yield stands at 14.87%, paid annually.

PORIX top holdings include Alphabet Inc Common Stock USD 0.001 (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.