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.
- 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.