Morningstar

Trillium ESG Global Equity Institutional PORIX

Morningstar Medalist Rating
Medalist Rating as of | See Trillium Investment Hub
  • NAV / 1-Day Return 64.31  /  −0.33 %
  • Total Assets 955.4 Mil
  • Adj. Expense Ratio
    1.010%
  • Expense Ratio 1.010%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Global Large-Stock Blend
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.79%
  • Turnover 27%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 12:33 AM GMT+0

Morningstar’s Analysis PORIX

Will PORIX outperform in 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 PORIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PORIX 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 PORIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Trillium ESG Global Equity Institutional's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PORIX

More PORIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Unilever PLC

1.60 15.3 Mil
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Consumer Defensive

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