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PORTX
AS OF
Apr 23 closing price
Price
$53.09
Change
+$0.66 (+1.26%)
Net Assets
742.68M
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PORTX
Mutual Fund ticker: NASDAQ
AS OF
Apr 23 closing price
Price
$53.09
Change
+$0.66 (+1.26%)
Net Assets
742.68M

PORTX Trillium ESG Global Equity Investor Forecast, Technical & Fundamental Analysis

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

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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 Investor MF is 1.29T. 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 Investor MF was -30%. For the same stocks of the MF, the average monthly volume growth was 8% and the average quarterly volume growth was 25%

Fundamental Analysis Ratings

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

Valuation Rating: 58
P/E Growth Rating: 59
Price Growth Rating: 59
SMR Rating: 34
Profit Risk Rating: 32
Seasonality Score: 9 (-100 ... +100)
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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
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PORTX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PORTX has been closely correlated with RWIFX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if PORTX jumps, then RWIFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PORTX
1D Price
Change %
PORTX100%
N/A
RWIFX - PORTX
95%
Closely correlated
N/A
CWGCX - PORTX
94%
Closely correlated
N/A
CWGFX - PORTX
93%
Closely correlated
N/A
RWIEX - PORTX
84%
Closely correlated
N/A
RWICX - PORTX
84%
Closely correlated
N/A
More