TSMDX

Mutual Fund ticker: NASDAQ

PRICE

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

32.1M

Fund Existence

over 9 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

32.1M

Fund Type

OpenEnd

Index Fund

Management Fee

0.75

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

83.00

Number of Net Holdings

83.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

25.63%

Gain YTD

-6.931

Annual Yield % from dividends

0.15

Returns for 1 year

-9.73

Returns for 3 years

-12.98

Returns for 5 years

66.87

Returns for 10 years

N/A

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General Information

Category MidCapBlend

Profile

Fundamentals

Details