- What are the top holdings of PORIX?
- Trillium ESG Global Equity Fund Institutional Class holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does PORIX have?
- PORIX holds — positions as reported by the fund's most recent disclosure.
- What sectors does PORIX invest in?
- Trillium ESG Global Equity Fund Institutional Class (PORIX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is PORIX most exposed to?
- PORIX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is PORIX a US-only fund?
- The country allocation card on this page shows PORIX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does PORIX invest in?
- This fund primarily targets equity investments in companies that its advisor identifies as excelling in environmental, social, and governance (ESG) practices, possessing strong growth prospects, and trading at attractive valuations. Typically, the fund commits a minimum of 80% of its net assets (including any borrowed capital for investment) to stocks that align with the Adviser's specified ESG standards. Furthermore, the Adviser generally aims to maintain a full allocation to these particular securities. Its portfolio is diversified across the globe, encompassing both established and developing international markets.
