- What are the top holdings of PORIX?
- A machine-readable holdings disclosure for Trillium ESG Global Equity Fund Institutional Class (PORIX) is not available from our data sources — fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
- 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.
