PORTX – Trillium ESG Global Equity Investor Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. Under normal conditions, the fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of small and mid‑sized companies that meet Trillium’s Environmental, Social, and Governance (“ESG”) criteria.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PORTX	Trillium ESG Global Equity Fund Investor Shares	No Load	Open			Sep 30, 1999	$221.73M	1.240%	High	$0	−$30.42M
PORIX	Trillium ESG Global Equity Fund Institutional Shares	Institutional	Open			Mar 30, 2007	$510.98M	0.990%	Above Average	$100,000	−$115.52M

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