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Trillium ESG Global Equity Fund Instl PORIX

Quantitative rating as of | See Trillium Investment Hub
  • NAV / 1-Day Return 55.48  /  0.89 %
  • Total Assets 853.6 Mil
  • Adj. Expense Ratio
  • Expense Ratio 1.010%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.69%
  • Turnover 7%

Morningstar’s Analysis PORIX

Will PORIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.



A strong management team and sound investment process underpin Trillium ESG Global Equity Fund Instl's Morningstar Quantitative Rating of Silver. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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