Trillium P21 Global Equity Fund
Fund offered by:
Trillium Mutual Funds
Ticker: PORIXMember of USSIFsocially responsible
Fossil fuel grade: Earns a grade of A for fossil fuel exposure of 0%.Earns a grade of A for fossil fuel exposure of 0%.How we track fossil fuel investments
A
$0
in fossil fuel investments
Fossil free badges
5 out of 5 badges
Legacy grade: Funds can earn up to five badges for avoiding stock investments in different fossil fuel sectors.
0
fossil fuel stocks found
0%
of assets flagged
Data as of 8/31/19
This fund earns an A grade, and has a sustainability mandate!
  For each fossil fuel category, we show the fund's exposure, if we found any.
Click a category to see the breakdown of companies in the pie chart and list below.
Producers energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
No direct stock holdings
Coal industry
Coal industry
Coal miners and owners of coal reserves
No direct stock holdings
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
No direct stock holdings
Consumers utility sector
Top 30 coal-fired utilities
Top 30 coal-fired utilities
Macroclimate 30
No direct stock holdings
Fossil-fired utilities
Fossil-fired utilities
Electric utilities powered by coal and natural gas
No direct stock holdings
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Trillium P21 Global Equity Fund $PORIX has no fossil fuel stock holdings!
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Financial performance
Performance data provided byMorningstarFind more financial data on PORIX at Morningstar.com
Current fund
PORIX
Trillium P21 Global Equity Fund
Family
Trillium Mutual Funds
Category
World Large Stock
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/19
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 10-yr returns 
3.83% more in annualized returns
Less invested in fossil fuels 
10.65% less invested
Lower carbon footprint 
173 tonnes CO2e/$1M USD lower
More invested in Clean200 
11% more invested
Current fund
PORIX
Trillium P21 Global Equity Fund
Family
Trillium Mutual Funds
Category
World Large Stock
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/19
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 10-yr returns 
3.83% more in annualized returns
Less invested in fossil fuels 
10.65% less invested
Lower carbon footprint 
173 tonnes CO2e/$1M USD lower
More invested in Clean200 
11% more invested
Current fund
PORIX
Trillium P21 Global Equity Fund
Family
Trillium Mutual Funds
Category
World Large Stock
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/19
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 10-yr returns 
3.83% more in annualized returns
Less invested in fossil fuels 
10.65% less invested
Lower carbon footprint 
173 tonnes CO2e/$1M USD lower
More invested in Clean200 
11% more invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
PORIX - Trillium P21 Global Equity Fund
3.91%
11%
8.52%
8.27%
0% 
Benchmark
ACWX - iShares MSCI ACWI ex U.S. ETF
-3.34%
5.75%
1.3%
4.43%
11% 
Fund compared to benchmark
 
7.24%
5.5%
7.22%
3.83%
11%  lower
Find more financial data on PORIX at Morningstar.com
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