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 7.98%. The 1-year return is 11.64% and the 5-year return is 5.69%. PORIX dividend yield stands at 0.66%.

PORIX top holdings include Alphabet Inc (6.1%), Nvidia Corp (6.0%), Microsoft Corp (5.2%), Apple, Inc (3.6%), Broadcom Inc (2.4%). 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.