Trillium ESG Global Equity Fund

Shareclass

Trillium ESG Global Equity Institutional (PORIX)

Type

Open-end mutual fund

Manager

Trillium Mutual Funds

Commercial and investment banks' carbon-intensive funding is fundamentally incompatible with reaching the 1.5-degree aligned global goal necessary to prevent catastrophic climate harm.

Banks

Banks providing lending to fossil fuels

holdings

$11.88M

invested

1.3%

of fund

Holding
Risk score
$ invested
% of fund
1. PNC Financial Services Group Inc
2.5
$11.88M
1.3%
Risk score
invested
of fund

When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.

Primary insurers and reinsurers are continuing to underwrite and invest in coal, oil, and gas, while experiencing dramatic losses associated with catastrophic weather-related events.

Insurers

Insurance companies insuring and investing in fossil fuels

holdings

$25.74M

invested

2.82%

of fund

Holding
Risk score
$ invested
% of fund
1. The Travelers Companies Inc
8.7
$10.46M
1.14%
Risk score
invested
of fund
2. Allianz SE
4.7
$10.1M
1.1%
Risk score
invested
of fund
3. Aviva PLC
5.6
$5.19M
0.57%
Risk score
invested
of fund

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 PORIX

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

Search more funds

Financial performance

Performance data provided by

Find more financial data on PORIX at Morningstar.com

Current fund

PORIX

Trillium ESG Global Equity Fund

Family

Trillium Mutual Funds

Category

Global Large-Stock Blend

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 11/30/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Higher

10-yr returns

0.19% more in annualized returns

Less invested in fossil fuels

7.83% less invested

Lower fossil finance risk score

16 points lower

Higher fossil insurance risk score

2 points higher

More invested in Clean200

8.88% more invested

Current fund

PORIX

Trillium ESG Global Equity Fund

Family

Trillium Mutual Funds

Category

Global Large-Stock Blend

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 11/30/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Higher

10-yr returns

0.19% more in annualized returns

Less invested in fossil fuels

7.83% less invested

Lower fossil finance risk score

16 points lower

Higher fossil insurance risk score

2 points higher

More invested in Clean200

8.88% more invested

Current fund

PORIX

Trillium ESG Global Equity Fund

Family

Trillium Mutual Funds

Category

Global Large-Stock Blend

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 11/30/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Higher

10-yr returns

0.19% more in annualized returns

Less invested in fossil fuels

7.83% less invested

Lower fossil finance risk score

16 points lower

Higher fossil insurance risk score

2 points higher

More invested in Clean200

8.88% more invested

Month-end trailing returns

Performance as of date: 11/30/24

Morningstar suggested benchmark: MSCI ACWI NR USD

Annualized returns

Climate analysis

1-yr

3-yr

5-yr

10-yr

This fund
PORIX - Trillium ESG Global Equity Fund

18%

2.12%

10%

9.61%

18 points

Benchmark

26%

7.75%

11%

9.42%

16 points

Fund compared to benchmark

-8.06%

-5.63%

-1.3%

0.19%

2 points higher

Find more financial data on PORIX at Morningstar.com

What's next?

Learn how to make a change and move your money

Get started with our action toolkit

Action toolkit

Recent blog posts

How Google found a fossil free fund for their 401(k)

Nov 12, 2024

Many U.S. employees saving for retirement are invested in companies fueling the climate crisis, exposing their savings to climate-related financial risk. Employees are increasingly calling for climate-safe fund options to avoid these risks.

What to do if your bank is financing the climate crisis

Aug 27, 2024

Despite clear evidence and global consensus of the need to shift away from fossil fuels because of climate change, the fossil fuel industry continues to expand production and roll back environmental commitments. This expansion is facilitated by financing from the world’s largest banks.

The Earth has set heat records for 13 straight months - but Big Banks continue to finance fossil fuel expansion

Jul 25, 2024

If your 401(k), IRA, or mutual funds are invested in banks that finance fossil fuels, it could impact your financial returns. We've updated our Fossil Fuel Finance ratings to use the most recent data on bank financial commitments to fossil fuels.

Is Your 401(k) Invested in Bomb Makers?

Jun 18, 2024

When you think about your 401(k), you probably imagine your money working hard towards your secure and comfortable retirement. But 401(k)s have big holdings in companies that make bombs and missiles - including nuclear weapons, cluster bombs, and other arms prohibited by international treaties.

Tech employees’ $5 billion fossil fuel 401(k) price tag

Apr 30, 2024

Researchers at the University of Waterloo, in partnership with As You Sow, have released a new report finding that 2 million employees from 12 tech-sector companies could have earned an estimated $5.1 billion in additional returns had their companies moved to decarbonize their retirement plan holdings 10 years ago.

Our retirement savings own one fifth of U.S. fossil fuel stocks

Feb 1, 2024

Just how much does the fossil fuel industry depend on our 401(k) savings? It turns out: quite a lot. We estimated the total amount invested in U.S. fossil fuel companies by the retirement savings accounts of American workers. We then compared that to the total market cap of those companies and estimate that 19% comes from our 401(k)s and IRAs.

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

Banks and insurersare financing the climate crisis.

Trillium ESG Global Equity Fund

Fossil fuel finance

Commercial and investment banks' carbon-intensive funding is fundamentally incompatible with reaching the 1.5-degree aligned global goal necessary to prevent catastrophic climate harm.

Fossil fuel insurance

Primary insurers and reinsurers are continuing to underwrite and invest in coal, oil, and gas, while experiencing dramatic losses associated with catastrophic weather-related events.

Environment

Social

Disclaimer: As You Sow is not an investment adviser