Trillium ESG Global Equity Fund

Shareclass
Trillium ESG Global Equity Institutional (PORIX)
Type
Open-end mutual fund
Sustainability mandate
Member of US-SIF
Military weapon grade: No holdings flagged for our military weapon screens. Assigned a grade of A.
How we track weapon investments
A
$0
Military weapons
0
military weapon stocks found
0%
of assets flagged
Data as of 31 Oct 2024

Not invested in any of the companies on our lists

Military contractors
Military contractors
Largest international arms manufacturers and military contractors
0 direct stock holdings
Nuclear weapons
Nuclear weapons
Manufacturers/servicers of nuclear armaments and delivery systems
0 direct stock holdings
Controversial weapons
Controversial weapons
Manufacturers involved with cluster munitions, landmines, white phosphorus, depleted uranium
0 direct stock holdings
  For each weapons category, we show the fund's exposure. When calculating a portfolio's percent exposure to a list of companies, we only consider long investments, ignoring any shorts or liabilities.
Civilian firearm manufacturers and retailers

We also track investments in civilian firearm manufacturers and retailers raking in billions in handgun, assault rifle, and ammunition sales. Gun Free Funds is made for people looking to align their investments with their values by moving money out of companies that make and sell guns.

Trillium ESG Global Equity Fund earns an A grade for investments in military weapons
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Financial performance
Performance data provided byMorningstarFind more financial data on PORIX at Morningstar.com
Current fund
PORIX
Trillium ESG Global Equity Fund
Family
Trillium Mutual Funds
Category
Global Large-Stock Blend
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 10-yr returns 
0.19% more in annualized returns
Less invested in military weapons 
2.97% less invested
Less invested in major military contractors 
2.97% less invested
Less invested in manufacturers/servicers of nuclear weapons 
2.25% less invested
Less invested in manufacturers of controversial weapons 
0.65% less invested
Current fund
PORIX
Trillium ESG Global Equity Fund
Family
Trillium Mutual Funds
Category
Global Large-Stock Blend
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 10-yr returns 
0.19% more in annualized returns
Less invested in military weapons 
2.97% less invested
Less invested in major military contractors 
2.97% less invested
Less invested in manufacturers/servicers of nuclear weapons 
2.25% less invested
Less invested in manufacturers of controversial weapons 
0.65% less invested
Current fund
PORIX
Trillium ESG Global Equity Fund
Family
Trillium Mutual Funds
Category
Global Large-Stock Blend
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 10-yr returns 
0.19% more in annualized returns
Less invested in military weapons 
2.97% less invested
Less invested in major military contractors 
2.97% less invested
Less invested in manufacturers/servicers of nuclear weapons 
2.25% less invested
Less invested in manufacturers of controversial weapons 
0.65% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Military weapon weight
This fund
PORIX - Trillium ESG Global Equity Fund
18%
2.12%
10%
9.61%
0% 
Benchmark
ACWI - iShares MSCI ACWI ETF
26%
7.75%
11%
9.42%
2.97% 
Fund compared to benchmark
 
-8.06%
-5.63%
-1.3%
0.19%
2.97%  lower
Find more financial data on PORIX at Morningstar.com
What's next?
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Action toolkit
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