Trillium ESG Global Equity Fund

Shareclass
Trillium ESG Global Equity Institutional (PORIX)
Type
Open-end mutual fund
Sustainability mandate
Member of US-SIF
Gender equality score
Gender equality score

58
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

A
83.6
percentile

Universe: Groups

Group: International Equity Funds

Ranking: 179 out of 1,087 funds


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Gender balance in leadership and workforce
Gender balance in leadership and workforce
28/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
11/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
19/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
1/10
See the score criteria
Member of USSIF
This fund is a member of a sustainable and responsible investing group, and has a posted policy on their consideration of diversity and equal employment opportunity policies and practices relating to employees, company ownership or contractors.
Combination of Positive and Restricted/Exclusionary Strategies - We believe that diversity, inclusive of gender and race, is an essential component of sound governance and a critical attribute to a well-functioning organization. The Fund avoids investing in companies with egregious, pervasive or longstanding patterns of discriminatory behavior. If issues emerge at a company in which we are already invested, we engage with management in dialogue to urge it to take meaningful action against prejudice and discrimination.  More
US-SIF member fund managers: want to update your statement?  Contact us
Top scoring holdings
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Allianz SE
    1.1% of assets
    $10.1M invested
  • 2. AstraZeneca PLC
    0.79% of assets
    $7.21M invested
  • 3. L'Oreal SA
    0.92% of assets
    $8.41M invested
  • 4. Aviva PLC
    0.57% of assets
    $5.19M invested
  • 5. Unilever PLC
    1.76% of assets
    $16.08M invested
  • 6. Marriott International Inc Class A
    0.94% of assets
    $8.56M invested
  • 7. DNB Bank ASA
    0.77% of assets
    $7M invested
  • 8. Cochlear Ltd
    0.57% of assets
    $5.21M invested
  • 9. Recruit Holdings Co Ltd
    0.71% of assets
    $6.52M invested
  • 10. Accenture PLC Class A
    1.27% of assets
    $11.62M invested
Bottom scoring holdings
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Sumitomo Mitsui Trust Group Inc
    0.96% of assets
    $8.78M invested
  • 2. Denso Corp
    0.7% of assets
    $6.38M invested
  • 3. Kuehne + Nagel International AG
    0.48% of assets
    $4.34M invested
  • 4. Applied Materials Inc
    0.83% of assets
    $7.57M invested
  • 5. MercadoLibre Inc
    1.18% of assets
    $10.83M invested
  • 6. Daiwa House Industry Co Ltd
    1.01% of assets
    $9.2M invested
  • 7. Quanta Services Inc
    1.09% of assets
    $9.93M invested
  • 8. Kurita Water Industries Ltd
    0.71% of assets
    $6.45M invested
  • 9. Assa Abloy AB Class B
    0.82% of assets
    $7.48M invested
  • 10. Hoya Corp
    0.81% of assets
    $7.44M invested
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Financial performance
Performance data provided byMorningstarFind more financial data on PORIX at Morningstar.com
Gender Equality and Returns
Returns chart for Trillium ESG Global Equity Fund
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
Current fund
PORIX
Trillium ESG Global Equity Fund
Family
Trillium Mutual Funds
Category
Global Large-Stock Blend
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
0.19% more  in annualized returns
Higher overall gender equality score 
3 / 100 points higher
Higher gender balance in leadership and workforce score 
1 / 40 points higher
Higher equal compensation and work life balance score 
1 / 30 points higher
Same policies promoting gender equality score 
0 / 20 points 
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
PORIX
Trillium ESG Global Equity Fund
Family
Trillium Mutual Funds
Category
Global Large-Stock Blend
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
0.19% more  in annualized returns
Higher overall gender equality score 
3 / 100 points higher
Higher gender balance in leadership and workforce score 
1 / 40 points higher
Higher equal compensation and work life balance score 
1 / 30 points higher
Same policies promoting gender equality score 
0 / 20 points 
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
PORIX
Trillium ESG Global Equity Fund
Family
Trillium Mutual Funds
Category
Global Large-Stock Blend
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
0.19% more  in annualized returns
Higher overall gender equality score 
3 / 100 points higher
Higher gender balance in leadership and workforce score 
1 / 40 points higher
Higher equal compensation and work life balance score 
1 / 30 points higher
Same policies promoting gender equality score 
0 / 20 points 
Same commitment, transparency, and accountability score 
0 / 10 points 
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
PORIX - Trillium ESG Global Equity Fund
18%
2.12%
10%
9.61%
58  / 100 points
Benchmark
ACWI - iShares MSCI ACWI ETF
26%
7.75%
11%
9.42%
55  / 100 points
Fund compared to benchmark
 
-8.06%
-5.63%
-1.3%
0.19%
3  / 100 points higher
Find more financial data on PORIX at Morningstar.com
What's next?
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