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
82.8
percentile

Universe: Groups

Group: International Equity Funds

Ranking: 185 out of 1,069 funds


See more funds from this group
 All funds
 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
27/40
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. AstraZeneca PLC
    0.83% of assets
    $7.94M invested
  • 2. L'Oreal SA
    1.06% of assets
    $10.16M invested
  • 3. Allianz SE
    1.11% of assets
    $10.66M invested
  • 4. Aviva PLC
    0.61% of assets
    $5.81M invested
  • 5. Unilever PLC
    1.8% of assets
    $17.23M invested
  • 6. Marriott International Inc Class A
    0.87% of assets
    $8.28M invested
  • 7. DNB Bank ASA
    0.74% of assets
    $7.03M invested
  • 8. Recruit Holdings Co Ltd
    0.67% of assets
    $6.37M invested
  • 9. Accenture PLC Class A
    1.26% of assets
    $12.05M invested
  • 10. Novo Nordisk AS Class B
    1.59% of assets
    $15.17M 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
    1.37% of assets
    $13.11M invested
  • 2. Denso Corp
    0.68% of assets
    $6.54M invested
  • 3. Kurita Water Industries Ltd
    0.77% of assets
    $7.35M invested
  • 4. Kuehne + Nagel International AG
    0.5% of assets
    $4.8M invested
  • 5. Applied Materials Inc
    0.89% of assets
    $8.52M invested
  • 6. MercadoLibre Inc
    1.15% of assets
    $11.03M invested
  • 7. Daiwa House Industry Co Ltd
    1.02% of assets
    $9.71M invested
  • 8. Quanta Services Inc
    1.04% of assets
    $9.93M invested
  • 9. First Solar Inc
    0.67% of assets
    $6.44M invested
  • 10. Assa Abloy AB Class B
    0.85% of assets
    $8.15M invested
Find sustainably-invested mutual funds and ETFs



Search for funds from your 401(k), retirement plan, or personal portfolio
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: 10/31/24
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 
0.41% 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: 10/31/24
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 
0.41% 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: 10/31/24
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 
0.41% 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
27%
0.55%
10%
9.59%
58  / 100 points
Benchmark
ACWI - iShares MSCI ACWI ETF
32%
5.53%
11%
9.19%
55  / 100 points
Fund compared to benchmark
 
-5.82%
-4.98%
-0.85%
0.41%
3  / 100 points higher
Find more financial data on PORIX at Morningstar.com
What's next?
Learn how to make a change and move your money
Get started with our action toolkit
Ask your employer about gender-lens investing in your retirement plan
Find socially responsible funds that invest in gender equality
Learn more about As You Sow's Invest Your Values program
Visit Fossil Free Funds to measure the climate risk of this portfolio
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco

Disclaimer: As You Sow is not an investment adviser

As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer