Trillium ESG Global Equity Fund - Trillium Asset Management
Shareclass
Trillium ESG Global Equity Fund Investor Shares (PORTX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Trillium ESG Global Equity Fund - Trillium Asset Management
FUND COVERAGE
# of holdings81
% of assets93%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
28 / 40
Gender Equality: Equal Compensation and Work Life Balance
11 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Allianz SE1.4%$10.64M
- 2. AstraZeneca PLC1.47%$11.15M
- 3. Novo Nordisk A/S0.74%$5.58M
- 4. L'Oreal SA1.24%$9.41M
- 5. Haleon PLC1.03%$7.8M
- 6. Aviva PLC0.46%$3.5M
- 7. Marriott International Inc/MD0.97%$7.33M
- 8. Bank of America Corp1.02%$7.72M
- 9. Schneider Electric SE0.75%$5.7M
- 10. DNB Bank ASA0.89%$6.77M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Sumitomo Mitsui Trust Group Inc0.62%$4.71M
- 2. Toyota Motor Corp0.51%$3.85M
- 3. Cadence Design Systems Inc1.12%$8.49M
- 4. Quanta Services Inc0.57%$4.31M
- 5. MercadoLibre Inc1.25%$9.47M
- 6. Applied Materials Inc1.01%$7.69M
- 7. Daiwa House Industry Co Ltd0.52%$3.93M
- 8. United Rentals Inc0.79%$5.98M
- 9. Costco Wholesale Corp0.39%$2.99M
- 10. Assa Abloy AB0.88%$6.64M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Trillium ESG Global Equity Fund - Trillium Asset Management
Totals
Holdings
Assets
Weight
Prisons
5.0
$104.7M
14%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
2.0
$87.53M
12%
Borders high risk
0.0
$0
0%
Total
5.0
$104.7M
14%
Holdings — 5 flagged holdings
1.
Alphabet Inc
:$46.66M
6.16%
2.
Microsoft Corp
:$40.87M
5.39%
3.
Elevance Health Inc
$7.66M
1.01%
4.
Target Corp
$6.52M
0.86%
5.
Costco Wholesale Corp
$2.99M
0.39%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Trillium ESG Global Equity Fund - Trillium Asset Management PORTX
Environment
Social
Search more funds
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer