MENU
PORIX
AS OF
Apr 3 closing price
Price
$52.37
Change
-$1.45 (-2.69%)
Net Assets
778.13M
OUR PRODUCTS
MOBILE APPS
GENERAL INFO
Help
© 2013-2025 All rights reserved. Tickeron Inc.
+Compare
PORIX
Mutual Fund ticker: NASDAQ
AS OF
Apr 3 closing price
Price
$52.37
Change
-$1.45 (-2.69%)
Net Assets
778.13M

PORIX Trillium ESG Global Equity Institutional Forecast, Technical & Fundamental Analysis

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

Ad is loading...
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), NVIDIA Corp (NASDAQ:NVDA), Alphabet (NASDAQ:GOOGL), Taiwan Semiconductor Manufacturing Company Ltd (NYSE:TSM), VISA (NYSE:V), Adobe (NASDAQ:ADBE).

Industry description

The investment seeks long-term capital appreciation. Under normal conditions, the fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of small and mid‑sized companies that meet Trillium’s Environmental, Social, and Governance (“ESG”) criteria.

Market Cap

The average market capitalization across the Trillium ESG Global Equity Institutional MF is 1.3T. The market cap for tickers in the group ranges from 3.04B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is OR at 3.04B.

Volume

The average weekly volume growth across all stocks in the Trillium ESG Global Equity Institutional MF was 66%. For the same stocks of the MF, the average monthly volume growth was 0% and the average quarterly volume growth was 70%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 59
P/E Growth Rating: 60
Price Growth Rating: 54
SMR Rating: 35
Profit Risk Rating: 30
Seasonality Score: 8 (-100 ... +100)
View a ticker or compare two or three
GO
VS
Compare
VS
Compare
Ad is loading...
A.I. Advisor
published General Information

General Information

Category ForeignLargeBlend

Profile
Fundamentals
Details
Category
Global Large-Stock Blend
Address
C/O U.S. Bancorp Fund ServicesP.O. Box 701Milwaukee
Phone
N/A
Web
www.portfolio21.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
IRSAX15.04N/A
N/A
Macquarie Real Estate Securities A
HNASX17.29N/A
N/A
Homestead Growth
GCMCX27.62N/A
N/A
Goldman Sachs Mid Cap Value C
IAUTX26.22N/A
N/A
Invesco Dividend Income A
RWIHX63.75N/A
N/A
American Funds Capital World Gr&Inc R5E

PORIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PORIX has been closely correlated with CWGCX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if PORIX jumps, then CWGCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PORIX
1D Price
Change %
PORIX100%
N/A
CWGCX - PORIX
94%
Closely correlated
N/A
CWGFX - PORIX
94%
Closely correlated
N/A
RWIEX - PORIX
84%
Closely correlated
N/A
RWICX - PORIX
84%
Closely correlated
N/A
RWIBX - PORIX
71%
Closely correlated
N/A
More