Trillium ESG Small/Mid Cap Fund
Shareclass
Trillium ESG Small/Mid Cap Institutional (TSMDX)
Type
Open-end mutual fund
Manager
Gender equality score
48
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 1,636 out of 2,538 funds
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Groups
Categories
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
5/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
0/10
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Regular updates on sustainability risks and ethical concerns in everyday investment products
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 Small/Mid Cap Fund TSMDX
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. 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. Etsy Inc0.9% of assets$287,137 invested
- 2. InterContinental Hotels Group PLC ADR1.37% of assets$437,702 invested
- 3. Jones Lang LaSalle Inc1.9% of assets$605,396 invested
- 4. New York Times Co Class A1.93% of assets$615,338 invested
- 5. First Solar Inc0.75% of assets$240,091 invested
- 6. nVent Electric PLC1.03% of assets$328,883 invested
- 7. Webster Financial Corp1.96% of assets$625,353 invested
- 8. Deckers Outdoor Corp1.55% of assets$493,753 invested
- 9. McCormick & Co Inc Registered Shs Non Vtg2.07% of assets$658,974 invested
- 10. Dynatrace Inc Ordinary Shares2.06% of assets$656,752 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. Cava Group Inc0.56% of assets$178,091 invested
- 2. Rogers Corp0.59% of assets$188,274 invested
- 3. The Middleby Corp0.95% of assets$304,416 invested
- 4. Allegro Microsystems Inc Ordinary Shares2.04% of assets$650,339 invested
- 5. Valmont Industries Inc1.82% of assets$580,157 invested
- 6. Westinghouse Air Brake Technologies Corp1.48% of assets$470,603 invested
- 7. Hexcel Corp1.25% of assets$398,708 invested
- 8. CubeSmart0.98% of assets$313,961 invested
- 9. Stifel Financial Corp1.91% of assets$610,616 invested
- 10. Encompass Health Corp1.81% of assets$578,410 invested
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Financial performance
Performance data provided by
Find more financial data on TSMDX at Morningstar.com
Find more financial data on TSMDX 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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