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Trillium ESG Global Equity Fund Retail PORTX

Quantitative rating as of
NAV / 1-Day Return
54.86  /  0.31 %
Total Assets
817.6 Mil
Adj. Expense Ratio
1.300%
Expense Ratio
1.300%
Distribution Fee Level
High
Share Class Type
No Load
Category
Global Large-Stock Blend
Investment Style
Large Blend
Min. Initial Investment
5,000
Status
Open
TTM Yield
0.05%
Turnover
7%

Morningstar’s Analysis PORTX

Will PORTX outperform in future?

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

Summary

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A strong management team and sound investment process underpin Trillium ESG Global Equity Fund Retail's Morningstar Quantitative Rating of Bronze. 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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