Trillium ESG Global Equity Fund (PORTX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PORTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PORTX
PORTX charges 1.30% annually. There are 211 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | PORTX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | PORTX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | PORTX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | PORTX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | PORTX vs UCEQX |
Best Risk-Adjusted Alternatives to PORTX
PORTX has a PortfoliosLab risk / return rank of 3. There are 232 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | PORTX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | PORTX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | PORTX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 91 | — | Sep 1996 | PORTX vs FMIEX | |
| Polaris Global Value Fund | 91 | — | May 1998 | PORTX vs PGVFX |
Top Performing PORTX Alternatives (YTD)
PORTX is at 8.42% YTD. There are 156 mutual funds in the Global Equities category with higher YTD returns, going as high as 35.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 35.11% | — | Nov 2016 | PORTX vs PGTIX | |
| Oberweis Global Opportunities Fund | 25.41% | — | Jan 1987 | PORTX vs OBEGX | |
| LSV Global Value Fund | 23.91% | — | Jun 2014 | PORTX vs LVAGX | |
| Ariel Global Fund | 23.00% | — | Dec 2011 | PORTX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 22.30% | — | — | PORTX vs YFSNX |
Lowest Volatility Alternatives to PORTX
PORTX has 20.65% 1-year volatility. There are 232 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | PORTX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | PORTX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.23% | — | Jul 2006 | PORTX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.54% | — | Sep 1990 | PORTX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.60% | — | Jan 2016 | PORTX vs SGMAX |
Lowest Drawdown Alternatives to PORTX
PORTX has a 1-year max drawdown of -20.78%. There are 234 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | PORTX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | PORTX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | PORTX vs SGMAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | PORTX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | PORTX vs CSUAX |
Other Mutual Funds from Trillium Mutual Funds
The 1 most viewed Trillium Mutual Funds mutual funds shown here include TSMDX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Trillium ESG Small/Mid Cap Fund | Mid Cap Blend Equities | 29 | 9.30% | — | Aug 2015 | PORTX vs TSMDX |
Often Compared With PORTX
Investors most often compare PORTX with VSGX, FGIAX, VFIAX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare PORTX with Any Fund or Stock
Compare PORTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PORTX with funds that move differently
Trillium ESG Global Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PORTX.
Explore PORTX Diversifiers