Trillium Small/mid is trading at 15.48 as of the 20th of July 2025; that is 0.13 percent down since the beginning of the trading day. The fund's open price was 15.5. Trillium Small/mid has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 2025. Click here to learn more.
Under normal conditions, the fund seeks to achieve its investment objective by investing at least 80 percent of its net assets in equity securities of small and mid-sized companies that meet Trilliums Environmental, Social, and Governance criteria. More on Trillium Smallmid Cap
Trillium Smallmid Cap [TSMDX] is traded in USA and was established 20th of July 2025. Trillium Small/mid is listed under Trillium Mutual Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Trillium Mutual Funds family. This fund at this time has accumulated 43.81 M in assets with minimum initial investment of 100 K. Trillium Smallmid Cap is currently producing year-to-date (YTD) return of 2.11% with the current yeild of 0.0%, while the total return for the last 3 years was 7.47%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Trillium Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Trillium Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Trillium Smallmid Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Trillium Smallmid Cap Mutual Fund Constituents
Other Information on Investing in Trillium Mutual Fund
Trillium Small/mid financial ratios help investors to determine whether Trillium Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Trillium with respect to the benefits of owning Trillium Small/mid security.