Trillium ESG Small/Mid Cap Fund
Shareclass
Trillium ESG Small/Mid Cap Institutional (TSMDX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Trillium ESG Small/Mid Cap Fund
FUND COVERAGE
# of holdings68
% of assets97%
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
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
5 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. New York Times Co Class A2.03%$698,902
- 2. Etsy Inc1.15%$396,547
- 3. Jones Lang LaSalle Inc2.08%$714,977
- 4. InterContinental Hotels Group PLC ADR1.38%$475,460
- 5. First Solar Inc1.69%$583,302
- 6. nVent Electric PLC1.76%$607,326
- 7. AptarGroup Inc1.24%$427,177
- 8. Reinsurance Group of America Inc1.5%$515,869
- 9. Fifth Third Bancorp1.32%$456,147
- 10. Deckers Outdoor Corp1.7%$583,891
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Lamar Advertising Co Class A0.74%$256,225
- 2. The Middleby Corp0.76%$261,340
- 3. Cava Group Inc0.69%$237,895
- 4. CubeSmart0.85%$293,362
- 5. Nextracker Inc Ordinary Shares - Class A0.82%$283,752
- 6. Stifel Financial Corp2.1%$721,442
- 7. Encompass Health Corp2.07%$711,947
- 8. Hexcel Corp1.3%$448,054
- 9. MYR Group Inc2.41%$830,040
- 10. Allegro Microsystems Inc Ordinary Shares1.15%$397,354
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 survey
This fund is a member of a sustainable and responsible investing group, and has a posted policy on their consideration of diversity and equal employment opportunity policies and practices relating to employees, company ownership or contractors.
Combination of Positive and Restricted/Exclusionary Strategies. More
US-SIF member fund managers: want to update your statement? Contact us
EXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Trillium ESG Small/Mid Cap Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
0
$0
0%
Borders high risk
0
$0
0%
Total
0
$0
0%
Holdings — 0 flagged holdings
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 Small/Mid Cap Fund TSMDX
Environment
Social
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