PORTX Mutual Fund

PORTX Mutual Fund (Trillium ESG Global Equity Fund Investor Class) is managed by Trillium Mutual Fund with $220.4M in net assets. PORTX expense ratio is 1.24%, holding 86 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1999-09-30.

PORTX performance shows a YTD return of 6.94%. The 1-year return is 8.93% and the 5-year return is 4.36%. PORTX dividend yield stands at 0.40%, paid annually.

PORTX top holdings include Nvidia Corp (6.5%), Alphabet Inc (6.4%), Microsoft Corp (5.5%), Apple Inc (3.9%), Taiwan Semiconductor Manufacturing Co Ltd (2.6%). 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.