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Trillium ESG Global Equity Fund Retail Class

PORTX · NASDAQ

Market closed$59.72$-0.700000 (-1.16%)

Key statistics

Previous close$60.42
Open$59.72
Day high$59.72
Day low$59.72
52-week high$64.64
52-week low$51.14
Market cap743.73M
Volume—
Average volume—
P/E ratio25.42
Forward P/E—
EPS2.35
Dividend yield0.00%

Market context

Why it moved

PORTX declined as a broad market selloff swept through momentum and tech-linked stocks, driven by a renewed U.S.-Iran military escalation threatening Strait of Hormuz shipping lanes and a sharp semiconductor sector downturn amid growing concerns over overleveraged AI positions.

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What is happening

Recent company-specific developments and publisher coverage.

July 14, 2026Trillium ESG Global Equity Fund edged lower in pre-market trading, dipping modestly from its previous close, as broader market sentiment remained cautious amid escalating U.S.-Iran geopolitical tensions, mixed macro signals, and a packed Q2 earnings week for major financial institutions. The Financial Services sector ETF (XLF) also slipped slightly in pre-market, reflecting broader investor hesitation as Wall Street digests big bank results from Goldman Sachs and Bank of America — both reporting strong investment banking revenue — while Morningstar flags the sector as underperforming over the past year, partly due to AI disruption concerns and cracks in private credit.

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June 25, 2026Trillium ESG Global Equity Fund held essentially unchanged in pre-market trading, edging just above its prior close as broader market sentiment stabilized following Tuesday's sharp tech-led selloff — when the Nasdaq slid over 2% and the Philadelphia Semiconductor Index fell nearly 8% amid AI valuation concerns. A rebound catalyst emerged overnight as Micron reported a 15-fold profit surge, lifting chip stocks and futures broadly, while the XLF financial sector ETF ticked modestly higher in pre-market. For ESG-focused global equity strategies like Trillium's, the backdrop remains mixed: AI-driven market concentration risks, ongoing Fed rate uncertainty, and geopolitical stabilization in the Middle East all shape the near-term outlook for diversified global equity allocations.

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June 23, 2026Trillium ESG Global Equity Fund (PORTX) edged lower amid a broad risk-off session driven by a global tech selloff and rising rate concerns. Markets are under pressure as investors question AI valuations following talent departures at Google DeepMind and stretched SpaceX pricing, while new Fed Chair Kevin Warsh's hawkish posture—with Bank of America now forecasting three rate hikes this year—has lifted Treasury yields and weighed on equity sentiment broadly. As a globally-oriented ESG fund with financials and growth exposure, PORTX faces headwinds from both the tech-led selloff and a higher-for-longer rate environment.

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Peers

S&P 500SPX · $7,457.69-1.01%American Century Global Real Estate Fd Inv ClARYVX · $15.29+0.26%BNY Mellon Global Stock Fund - Class ADGLAX · $16.61-1.48%BNY Mellon Global Stock Fund - Class CDGLCX · $14.19-1.53%BNY Mellon Global Stock - IDGLRX · $17.20-1.49%Franklin International Growth Fund Class R6FILRX · $17.20-1.21%Franklin International Growth Fund Class AFNGAX · $16.94-1.17%Trillium ESG Global Equity Fund Institutional ClassPORIX · $59.36-1.15%T. Rowe Price Global AllocationRPGAX · $17.05-0.58%Global Managed Volatility Fund Class YSGLYX · $11.11+0.09%Value Line Small Cap Opportunities Fund, Inc. Investor ClassVLEOX · $65.21-0.75%