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Trillium Esg Global Equity Fund Institutional: (MF: PORIX)

(NASDAQ Mutual Funds) As of Jul 30, 2024 08:00 PM ET

$60.79 USD

-0.25 (-0.41%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for PORIX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Strong Sell 5
MF Research Report

Fund Description

NA

Load Information

Ticker Max
Load %		 Deferred
Load %		 Red.
Fee %		 12B-1
Fee %		 Mgmt
Fee %		 Expense
Ratio %
Trillium ESG Global Equity Instl PORIX NA NA 0.00 0.00 0.85 1.06

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Portfolio 21 PORTX 62.99 9/30/1999 0.00 11.45 2.10 10.31
Prof Managed-Portfolio 21 Insl PORIX 60.79 4/2/2007 0.00 11.72 2.38 10.62

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Trillium ESG Global Equity Instl PORIX 1000000 0 0 A

Contact Information

Family JOHCM
Address 1055 Westlakes Drive, Suite 310
Berwyn, PA 19312
Phone 866 260-9549