PORTX Mutual Fund

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 Information Technology, Financials, Communication Services. Inception date: 1999-09-30.

PORTX performance shows a YTD return of 8.77%. The 1-year return is 17.49% and the 5-year return is 5.89%. PORTX dividend yield stands at 14.53%, paid annually.

PORTX 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 PORTX holdings, PORTX sectors, or PORTX dividends.

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