TSMDX Mutual Fund
TSMDX Mutual Fund
TSMDX Mutual Fund
Trillium ESG Small/Mid Cap Fund Institutional Class
TSMDX Mutual Fund Overview
TSMDX Mutual Fund (Trillium ESG Small/Mid Cap Fund Institutional Class) is managed by Trillium Mutual Fund with $31.7M in net assets. TSMDX expense ratio is 0.97%, holding 79 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2015-08-31.
TSMDX performance shows a YTD return of 6.48%. The 1-year return is 11.20% and the 5-year return is 2.57%.
TSMDX top holdings include East West Bancorp, Inc. (3.3%), Lincoln Electric Holdings Inc (2.5%), Okta Inc. (2.5%), Sitime Corp (2.5%), Emcompass Health Corporation (2.4%). Go to all TSMDX holdings, TSMDX sectors, or TSMDX dividends.
TSMDX can be compared against other funds. Use TSMDX overlap to find shared positions, or TSMDX vs another fund for a side-by-side view. TSMDX alternatives are available via the screener, along with tax-loss harvesting opportunities.