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PORTX
Mutual Fund ticker: NASDAQ
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CHANGE
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PORTX price forecast, quote, news & 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 Investor MF is 1.43T. The market cap for tickers in the group ranges from 3.04B to 3.48T. NVDA holds the highest valuation in this group at 3.48T. The lowest valued company is OR at 3.04B.

Volume

The average weekly volume growth across all stocks in the Trillium ESG Global Equity Investor MF was 39%. For the same stocks of the MF, the average monthly volume growth was 6% and the average quarterly volume growth was -16%

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: 42
SMR Rating: 33
Profit Risk Rating: 26
Seasonality Score: 11 (-100 ... +100)
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A.I.Advisor
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A.I. Advisor
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General Information

Category ForeignLargeBlend

Profile
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Category
Global Large-Stock Blend
Address
C/O U.S. Bancorp Fund ServicesP.O. Box 701Milwaukee
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Web
www.portfolio21.com