TSMDX Mutual Fund
TSMDX Mutual Fund
TSMDX Mutual Fund
Trillium ESG Small/Mid Cap Fund Institutional Class
TSMDX Mutual Fund Overview
TSMDX Mutual Fund (Trillium ESG Small/Mid Cap Fund Institutional Class) is managed by Trillium Mutual Fund with $37.1M in net assets. TSMDX expense ratio is 0.97%, holding 76 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2015-08-31.
TSMDX performance shows a YTD return of 4.00%. The 1-year return is 8.95% and the 5-year return is 3.18%.
TSMDX top holdings include East West Bancorp, Inc. (3.3%), Lincoln Electric Holdings Inc (2.5%), Emcompass Health Corporation (2.2%), New York Times Co (2.1%), Sitime Corp (2.1%). Go to all TSMDX holdings, TSMDX sectors, or TSMDX dividends.
TSMDX can be compared against other funds. Use TSMDX overlap to find shared positions, or TSMDX vs another fund for a side-by-side view. TSMDX alternatives are available via the screener, along with tax-loss harvesting opportunities.