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Trillium Esg Global Equity Fund Institutional: (MF: PORIX)

(NASDAQ Mutual Funds) As of Mar 18, 2026 05:54 PM ET

$52.78 USD

-0.95 (-1.77%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 2.24 72
3 months 3.08 72
6 months 7.68 64
1 Year 17.43 65
3 Year 13.71 72
5 Year 7.65 63
10 Year 11.95 36

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -47.60
Bull Market (2/09 - 3/21) 560.38

Load Adjusted Returns as of Feb 28, 2026

1 Year 17.53
5 Year 7.44
10 Year 11.05
Since Inception 7.01

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -2.30 12.62 3.67 3.03
2024 5.67 1.64 4.74 -4.14
2023 8.43 5.70 -7.41 12.32
2022 -9.64 -15.94 -8.36 11.09
2021 3.92 8.82 0.59 7.73

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.2417.537.8519.21-22.6822.5624.9028.56-6.9328.213.94
% Total Return Rel to Index -0.48-3.81-11.37-5.20-3.584.4010.833.363.498.09-1.38
% Total Return Rel to Peer -1.16-0.94-4.520.57-3.116.368.233.823.095.98-1.63
% Perf Quintile vs Peer* 4.003.000.003.004.001.002.003.002.002.004.00
% Dividends 0.000.390.500.520.390.200.210.360.370.330.35
% Yield 0.000.590.790.570.700.280.340.710.900.740.96
Capital Gains ($) 0.008.576.532.972.331.791.010.871.460.881.33
Expense Ratio 0.000.990.991.031.011.021.031.051.071.081.08

* 1 = Top 20%, 5 = Bottom 20%