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

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

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.

The average market capitalization across the Trillium ESG Global Equity Investor MF is 1.83T. The market cap for tickers in the group ranges from 659.24B to 5.27T. NVDA holds the highest valuation in this group at 5.27T. The lowest valued company is ASML at 659.24B.

The average weekly volume growth across all stocks in the Trillium ESG Global Equity Investor MF was -18%. For the same stocks of the MF, the average monthly volume growth was -5% and the average quarterly volume growth was -60%