Fund Snapshot

About Portfolio 21

Portfolio 21 is a global equity mutual fund designed to be a low-turnover, multi-cap, core portfolio. The fund invests in companies designing environmentally superior products, using renewable energy, and developing efficient production methods.

Retail Shares Symbol: PORTX
Net Asset Value as of 3/27/15: 37.52

  • CUSIP: 742935588
  • Inception date: 9/30/99
  • Gross expense ratio: 1.42%
  • Minimum Investment:
  • Standard Account: $5,000
  • Retirement Account: $1,000
  • With Automatic Investment Plan: $1,000

Institutional Shares Symbol: PORIX
Net Asset Value as of 3/27/15: 37.43

  • CUSIP: 742935356
  • Inception date: 3/30/07
  • Gross expense ratio: 1.12%
  • Minimum Investment: $100,000*
    *RIAs may aggregate client accounts to meet the minimum

Portfolio Management Team

  • Jim Madden, CFA Portfolio Manager
  • Tony Tursich, CFA Portfolio Manager
  • Beth Williamson Research Analyst
  • Emily Lethenstrom Research Analyst

Contact Information

  • 800.853.1311
  • Investment Advisor
    Trillium Asset Management
    Two Financial Center
    60 South Street
    Suite 1100
    Boston, MA 02111

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