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Trillium Esg Global Equity Fund Investor: (MF: PORTX)
(NASDAQ Mutual Funds) As of Jul 30, 2024 08:00 PM ET
$61.10 USD
-0.25 (-0.41%)
Zacks MF Rank
5-Strong Sell of 5 5
Fund Description
The fund was incepted in September 1999 and is managed by Progressive Investment Management Corporation. The fund seeks long-term growth of capital. The fund invests in common stocks of domestic and foreign companies of any size market capitalization that satisfy certain environmental responsibility criteria. Such companies must also exhibit certain financial characteristics that indicate positive prospects for long-term earnings growth. Dividends and capital gains are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Trillium ESG Global Equity Investor | PORTX | NA | NA | 0.00 | 0.25 | 0.85 | 1.31 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Portfolio 21 | PORTX | 61.10 | 9/30/1999 | 0.00 | 11.45 | 2.10 | 10.31 |
| Prof Managed-Portfolio 21 Insl | PORIX | 61.90 | 4/2/2007 | 0.00 | 11.72 | 2.38 | 10.62 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Trillium ESG Global Equity Investor | PORTX | 0 | 0 | 0 | A |
Contact Information
| Family | JOHCM |
| Address | 1055 Westlakes Drive, Suite 310 Berwyn, PA 19312 |
| Phone | 866 260-9549 |