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

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

The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of companies that the Adviser believes are leaders in managing Environmental, Social, and Governance (“ESG”) risks and opportunities, have above average growth potential, and are reasonably valued. Under normal market conditions, at least 80% of the fund's net assets (plus any borrowings for investment purposes) will be invested in equity securities that meet the Adviser's ESG criteria, although the Adviser intends to normally be fully invested in such securities. The fund invests globally and has exposure to both emerging and developed markets.

The average market capitalization across the Trillium ESG Global Equity Institutional MF is 1.34T. 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.

The average weekly volume growth across all stocks in the Trillium ESG Global Equity Institutional MF was 22%. For the same stocks of the MF, the average monthly volume growth was 11% and the average quarterly volume growth was 17%