Trillium Mutual Funds
Trillium Funds List
1 to 3 of 3 Results
Name
|
Ticker
|
Morningstar Category
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Morningstar Rating for Funds
Overall
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Morningstar Sustainability Rating
|
Total Return
YTD
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Total Return Rank in Category
YTD
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Adjusted Expense Ratio
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Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
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Trillium ESG Global Equity Institutional | PORIX | Global Large-Stock Blend | 11.27% | 81 | 1.010% | High | Institutional | $100,000 | ||
Trillium ESG Global Equity Investor | PORTX | Global Large-Stock Blend | 11.07% | 83 | 1.300% | High | No Load | $5,000 | ||
Trillium ESG Small/Mid Cap Institutional | TSMDX | Mid-Cap Blend | 6.71% | 98 | 0.980% | Above Average | Institutional | $100,000 |
Trillium Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Rating™ for Funds
Percentile Rank