PORIX Mutual Fund (Trillium ESG Global Equity Fund Institutional Class) is managed by Trillium Mutual Fund with $568.6M in net assets. PORIX expense ratio is 0.99%, holding 89 positions across sectors including Information Technology, Unknown, Financials. Inception date: 2007-03-30.

PORIX performance shows a YTD return of 7.76%. The 1-year return is -0.70% and the 5-year return is 3.22%. PORIX dividend yield stands at 15.02%, paid annually.

PORIX top holdings include Alphabet Inc Common Stock USD 0.001 (6.0%), Nvidia Corp. (5.6%), Microsoft Corp (4.4%), Apple, Inc (3.4%), Visa Inc Class A (2.1%). View all PORIX holdings, sector breakdown, or dividend history.

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