Trillium ESG Small/Mid Cap FundTSMDX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$29.8M
Expense ratio
0.97%
1-year return
+10.9%
3 years, a year
—
5 years, a year
—
Holdings
73
What it aims to do.
The Trillium ESG Small/Mid Cap Fund (the Fund) seeks long-term capital appreciation by investing in companies that meet Trilliums Environmental, Social, and Governance (ESG) criteria.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Northern Institutional Funds | 3.74% |
| EWBC East West Bancorp Inc | 3.08% |
| NYT The New York Times Company | 2.94% |
| MYRG MYR Grp Inc | 2.53% |
| LECO Lincoln Electric Holdings Inc. | 2.52% |
| SITM Sitime Corporation | 2.36% |
| BURL Burlington Stores Inc. | 2.35% |
| TRMB Trimble Inc | 2.24% |
| JBHT J. B. Hunt Transport Services, Inc. | 2.17% |
| Webster Financial Corp. | 2.04% |
More on TSMDX.
- TSMDX overview
- TSMDX holdings
- TSMDX risk
- TSMDX costs
- TSMDX money in and out
- TSMDX share classes
- Compare TSMDX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.