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

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), 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 1.44T. The market cap for tickers in the group ranges from 3.04B to 3.59T. NVDA holds the highest valuation in this group at 3.59T. 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 70%. For the same stocks of the MF, the average monthly volume growth was 68% and the average quarterly volume growth was 8%

Fundamental Analysis Ratings

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

Valuation Rating: 69
P/E Growth Rating: 61
Price Growth Rating: 40
SMR Rating: 33
Profit Risk Rating: 27
Seasonality Score: 8 (-100 ... +100)
View a ticker or compare two or three
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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
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Sound Enhanced Fixed Income ETF
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Virtus Duff & Phelps Clean Energy ETF

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%
+0.18%
CWGCX - PORIX
94%
Closely correlated
+0.42%
CWGFX - PORIX
94%
Closely correlated
+0.41%
RWIEX - PORIX
84%
Closely correlated
+0.41%
RWICX - PORIX
84%
Closely correlated
+0.42%
FWGIX - PORIX
84%
Closely correlated
+0.40%
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