Trillium ESG Global Equity Fund
Shareclass
Trillium ESG Global Equity Investor (PORTX)
Type
Open-end mutual fund
Manager
Gender equality score
58
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity Funds
Ranking: 182 out of 1,094 funds
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Groups
Categories
Gender balance in leadership and workforce
28/40
Equal compensation and work life balance
11/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
1/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Trillium ESG Global Equity Fund PORTX
Environment
Social
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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
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 SE1.19% of assets$9.92M invested
- 2. AstraZeneca PLC1.37% of assets$11.42M invested
- 3. L'Oreal SA1.23% of assets$10.28M invested
- 4. Aviva PLC0.66% of assets$5.52M invested
- 5. Unilever PLC1.61% of assets$13.44M invested
- 6. Marriott International Inc Class A1% of assets$8.35M invested
- 7. DNB Bank ASA0.85% of assets$7.06M invested
- 8. Cochlear Ltd0.7% of assets$5.8M invested
- 9. Recruit Holdings Co Ltd0.67% of assets$5.59M invested
- 10. Accenture PLC Class A1.28% of assets$10.66M invested
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 Inc1.1% of assets$9.15M invested
- 2. Denso Corp0.61% of assets$5.12M invested
- 3. Applied Materials Inc0.71% of assets$5.95M invested
- 4. MercadoLibre Inc1.23% of assets$10.28M invested
- 5. Daiwa House Industry Co Ltd1.09% of assets$9.08M invested
- 6. Quanta Services Inc0.74% of assets$6.19M invested
- 7. Kurita Water Industries Ltd0.59% of assets$4.94M invested
- 8. Cadence Design Systems Inc0.67% of assets$5.6M invested
- 9. Assa Abloy AB Class B0.8% of assets$6.64M invested
- 10. Hoya Corp0.69% of assets$5.78M invested
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Financial performance
Performance data provided by
Find more financial data on PORTX at Morningstar.com
Find more financial data on PORTX at Morningstar.comGender Equality and Returns
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.
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