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Investment Professionals

Portfolio 21 is managed by Portfolio 21 Investments, a pioneer in the field of environmental investing since 1982.

Portfolio 21 is available in two share classes on many investment platforms:

• PORTX: Retail, available with a $5,000 minimum investment
• PORIX: Institutional, available with a $1 million minimum investment
• Registered investment advisors may purchase institutional shares on behalf of their clients with less than $1 million per account, if the total of all their client accounts in Portfolio 21 is $1 million or more. Other institutional investors, such as defined contribution plans, may also qualify for purchasing institutional shares with less than $1 million per account.

Our institutional sales team is available to provide service to institutional investors, retirement plan providers, family offices, registered investment advisors and other investment professionals.

Get in touch to:

• Subscribe to the quarterly Fund Factbook

• Submit Requests for Information

• Speak to a member of the Institutional Sales Team

Contact Us

The statutory prospectus and summary prospectus contain more complete information, including risks, fees and expenses related to an ongoing investment in the Fund. Read carefully before you invest or send money.  You may also obtain a hard copy of the statutory prospectus and/or summary prospectus by calling 877-351-4115.

Portfolio 21 is offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of Portfolio 21 in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.

Securities mentioned are not recommendations to buy or sell any security. Current and future portfolio holdings are subject to risk.

Opinions expressed as those of the fund, are subject to change, are not guaranteed and should not be considered investment advice.