Trillium ESG Global Equity Fund
Shareclass
Trillium ESG Global Equity Institutional (PORIX)
Type
Open-end mutual fund
Manager
Gender equality score
56
/ 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: 185 out of 1,160 funds
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Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
18/20
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 PORIX
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. L'Oreal SA1.23% of assets$10.13M invested
- 2. Allianz SE1.01% of assets$8.3M invested
- 3. Unilever PLC1.36% of assets$11.23M invested
- 4. Kering SA0.77% of assets$6.37M invested
- 5. Marriott International Inc Class A0.85% of assets$7.04M invested
- 6. DNB Bank ASA0.9% of assets$7.41M invested
- 7. Croda International PLC0.63% of assets$5.23M invested
- 8. Aviva PLC0.56% of assets$4.57M invested
- 9. Accenture PLC Class A1.08% of assets$8.92M invested
- 10. PayPal Holdings Inc0.78% of assets$6.45M 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. Canadian Pacific Kansas City Ltd0.83% of assets$6.85M invested
- 2. Sumitomo Mitsui Trust Holdings Inc0.67% of assets$5.5M invested
- 3. Kuehne + Nagel International AG0.65% of assets$5.38M invested
- 4. Darling Ingredients Inc0.52% of assets$4.27M invested
- 5. IPG Photonics Corp0.63% of assets$5.19M invested
- 6. Coloplast A/S Class B0.6% of assets$4.92M invested
- 7. Applied Materials Inc1.05% of assets$8.63M invested
- 8. Bright Horizons Family Solutions Inc0.46% of assets$3.79M invested
- 9. Kurita Water Industries Ltd0.78% of assets$6.41M invested
- 10. MSCI Inc0.97% of assets$8.01M invested
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Financial performance
Performance data provided byFind more financial data on PORIX at Morningstar.com
Ask your employer about gender-lens investing in your retirement plan
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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
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