TSMDX

AS OF

Nov 18 closing price

Price

$15.35

Change

+$0.05 (+0.33%)

Net Assets

33.15M

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TSMDX

Mutual Fund ticker: NASDAQ

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CHANGE

NET ASSETS

Trillium ESG Small/Mid Cap Institutional (TSMDX) Ownership - Who owns Trillium ESG Small/Mid Cap Institutional?

The investment seeks long-term capital appreciation... Show more

Category: #Mid-Cap Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

TSMDX

Net Assets

33.2M

Fund Existence

about 10 years

Turnover

6.29

Total Expense Ratio

0.97

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

100000

Min. Initial Investment IRA

N/A

Morningstar Category

Mid-Cap Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.20

Assets in Top Ten Holdings

9.52M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

33.2M

Fund Type

OpenEnd

Index Fund

Management Fee

0.75

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

87.00

Number of Net Holdings

88.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

24.64%

Gain YTD

0.990

Annual Yield % from dividends

0.14

Returns for 1 year

-6.64

Returns for 3 years

3.97

Returns for 5 years

13.23

Returns for 10 years

58.38

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These past five trading days, the mutual fund lost 0.00%.

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General Information

Category MidCapBlend

Profile

Fundamentals

Details