Trillium Mutual Funds List
Here you can find all mutual funds issued by Trillium and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 1.33%
- Avg. 1 Year Return
- 5.66%
- Avg. 5 Year Return
- 2.79%
- Median Risk/Return Score
- 18 / 100
Trillium Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Trillium ESG Small/Mid Cap Fund | Mid Cap Blend Equities | Aug 31, 2015 | 1.36% | 8.26% | 8.33% | 0.00% | 33 |
Explore top Trillium Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Trillium Mutual funds by Risk/Return Score
The top Trillium Mutual funds by PortfoliosLab Risk/Return Score are TSMDX (33) and PORTX (4).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Trillium ESG Small/Mid Cap Fund | 33 | — | Aug 2015 | |
| Trillium ESG Global Equity Fund | 4 | — | Sep 1999 |
Best-Performing Trillium Mutual funds Over 5 Years
The top Trillium Mutual funds is TSMDX (3.49%).
Across the lineup, Trillium Mutual funds show an average 1-year return of 5.66% and an average 5-year return of 2.79%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Trillium ESG Small/Mid Cap Fund | 3.49% | — | Aug 2015 | |
| Trillium ESG Global Equity Fund | 2.09% | — | Sep 1999 |
Lowest-Cost Trillium Mutual funds
The top Trillium Mutual funds is PORTX (1.30%).
With an average expense ratio of 1.33%, Trillium Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Trillium ESG Global Equity Fund | 1.30% | — | Sep 1999 | |
| Trillium ESG Small/Mid Cap Fund | 1.36% | — | Aug 2015 |
Highest-Yield Trillium Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Trillium ESG Global Equity Fund | 0.00% | — | Sep 1999 | |
| Trillium ESG Small/Mid Cap Fund | 0.00% | — | Aug 2015 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.