Trillium ESG Small/Mid Cap Fund Institutional Shares
TSMDX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
Beta
7-Day Total Return
30-Day Total Return
60-Day Total Return
90-Day Total Return
Year to Date Total Return
1-Year Total Return
2-Year Total Return
3-Year Total Return
5-Year Total Return
Last Bull Market Total Return
Last Bear Market Total Return
Forward Dividend Yield
Price
1-Month Low
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1-Month High
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52-Week Low
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52-Week High
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NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Company Information
Provider
Trillium Mutual Funds
Manager/Tenure
(Years)
(Years)
Laura L. McGonagle (9), Mitali Prasad (6)
Address
Trillium Funds
Milwaukee WI - 53201-0701
Milwaukee WI - 53201-0701
Country
United States
Phone Number
866-209-1962
Investment Strategy
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.