PORTX Mutual Fund
NAV$59.27
AUM$219M
TER1.24%
Holdings89
PORTX Mutual Fund
NAV$59.27
Trillium ESG Global Equity Fund Investor Class
AUM$219M
TER1.24%
Holdings89
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PORTX Mutual Fund Sector Allocation
PORTX sector allocation breaks down across Information Technology (28.6%), Unknown (27.8%), Financials (12.6%), Communication Services (8.2%), Consumer Discretionary (7.6%). Across 89 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
PORTX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.
PORTX geographic allocation shows country exposure. PORTX overlap calculator reveals how sector exposure compares with other funds.