TSMDX Mutual Fund (Trillium ESG Small/Mid Cap Fund Institutional Class) is managed by Trillium Mutual Fund with $37.1M in net assets. TSMDX expense ratio is 0.97%, holding 73 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2015-08-31.

TSMDX performance shows a YTD return of 7.15%. The 1-year return is 18.25% and the 5-year return is 4.10%.

TSMDX top holdings include Northern Institutional Treasury Portfolio (3.7%), East West Bancorp, Inc. (3.1%), New York Times Co (3.0%), Myr Group Inc/de (2.5%), Lincoln Electric Holdings Inc (2.5%). View all TSMDX holdings, sector breakdown, or dividend history.

TSMDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. TSMDX alternatives are available via the screener, along with tax-loss harvesting opportunities.