Trillium ESG Global Equity Fund Retail Class (PORTX)

The fund primarily targets common stocks of companies that the Adviser identifies as leaders in addressing Environmental, Social, and Governance (ESG) opportunities and risks. These selected enterprises are also expected to demonstrate compelling growth prospects and be available at reasonable valuations. Under typical market conditions, at least 80% of the fund's net assets (inclusive of any capital borrowed for investment) will be committed to equity securities adhering to the Adviser's ESG standards, though the Adviser usually aims for a complete allocation to such investments. The fund's strategy involves a global reach, encompassing exposure to both developing and developed markets.