PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan

Trillium ESG Small/Mid Cap Fund (TSMDX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 23, 2026

Under normal conditions, the fund seeks to achieve its 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 the Adviser's Environmental, Social, and Governance ("ESG") criteria. The Adviser defines small- and mid-cap companies as those whose market capitalization, at the time of purchase, are consistent with the market capitalizations of companies in the S&P 1000 Index.

Looking to diversify beyond TSMDX? The mutual funds below have the lowest correlation with TSMDX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from TSMDX.

Best Diversifiers for TSMDX

0 mutual funds have low correlation with TSMDX (below 0.3), 0 of which are negatively correlated. The least correlated is Quantified Common Ground Fund (QCGDX) (Mid Cap Blend Equities) with a 1Y correlation of 0.52, down from 0.74 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
QCGDX
Quantified Common Ground Fund0.520.680.74
53
Mid Cap Blend EquitiesTSMDX vs QCGDX
BIGTX
The Texas Fund0.540.730.78
62
Mid Cap Blend EquitiesTSMDX vs BIGTX
TARKX
Tarkio Fund0.560.690.80
68
Mid Cap Blend EquitiesTSMDX vs TARKX
HDPMX
Hodges Fund0.560.690.79
78
Mid Cap Blend EquitiesTSMDX vs HDPMX
GENIX
Gotham Enhanced Return Fund0.560.640.74
74
Mid Cap Blend EquitiesTSMDX vs GENIX
See all 19 diversifiers for TSMDX

To view more results, upgrade your current subscription plan.

Diversification Analysis

Build a portfolio that complements TSMDX

Add TSMDX to the Diversification Analyzer to see how it overlaps with your other holdings and which assets balance it best.

Analyze a portfolio with TSMDX