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 $37.1M in net assets. TSMDX expense ratio is 0.97%, holding 73 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2015-08-31.
TSMDX performance shows a YTD return of 8.87%. The 1-year return is 15.00% and the 5-year return is 3.59%.
TSMDX top holdings include Northern Institutional Treasury Portfolio (3.7%), East West Bancorp, Inc. (3.1%), New York Times Co (3.0%), Myr Group Inc/de (2.5%), Lincoln Electric Holdings Inc (2.5%). 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.