Morningstar

Trillium ESG Small/Mid Cap Fund Institutional Shares TSMDX

Morningstar Medalist Rating
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Medalist Rating as of See Trillium Investment Hub
  • NAV / 1-Day Return $17.55  /  +0.46 %
  • Fund Size $32.2M
  • Adjusted Expense Ratio 0.970%
  • Net Expense Ratio 0.970%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 20%
NAV and 1-Day Return as of

Morningstar’s Analysis TSMDX

Will TSMDX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TSMDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TSMDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TSMDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Trillium ESG Small/Mid Cap Institutional holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings TSMDX

More TSMDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

East West Bancorp Inc

3.30 1M
Financial Services

Okta Inc Class A

2.48 786,044
Technology

Lincoln Electric Holdings Inc

2.48 785,803
Industrials

SiTime Corp Ordinary Shares

2.47 783,740
Technology

Encompass Health Corp

2.35 744,734
Healthcare

Dynatrace Inc Ordinary Shares

2.11 668,514
Technology

New York Times Co Class A

2.07 656,874
Communication Services

Merit Medical Systems Inc

1.97 625,599
Healthcare

nVent Electric PLC

1.94 616,783
Industrials

MSA Safety Inc

1.89 598,388
Industrials

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