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Portfolio 21 (PORIX)
General Fund Information
721 Northwest 9th Ave. Portland, OR 97209
Category:Institutional Funds
Assets: ($ millions)$260.4

Account min.:$100,000
Reinvest. min.:$1,000
IRA account min.:$100,000
IRA reinvest min.:1,000.00
Max. defer. load: 
Max. front load: 
Avg. P/E:24.17
Avg. P/B:5.87
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
A global fund that concentrates on companies that have shown exceptional leadership in sustainable business practices.
Social Issues04/30/18
Shareholder activism:YES
Community investment:YES
Human rights:R
Products and Services:P
Animal testing:R
Nuclear power:X
Alcohol, tobacco & gambling:X/X/X

P =Positive screen: seeks companies with positive record
X =Exclusionary screen: avoids companies with poor record
"-"sign in the Alcohol, Tobacco, and Gambling column indicates no screen for this specific criteria
Sector Distribution 
Basic Industries3.81% 
Cap. Goods & Tech.16.47% 
Consumer Cyclicals5.15% 
Consumer Non-Cyclicals11.65% 
Non - US57.58% 
Fund Performance04/30/18
Year to date: 0.47%
Year to date: 0.47%
1 Year: 16.13%
Annualized returns:
3 Year: 8.92%
5 Year: 8.87%
10 Year: 5.72%
Since inception: 5.19%
Inception date: 03/30/07
Bear Market: -19.46%
Bear Market Period:     —    
MPT Statistics04/30/18
Alpha 3YR:4.46
Alpha 5YR:3.73
Beta 3YR:0.77
Beta 5YR:0.77
R. Squared 3YR:86.73
R. Squared 5YR:84.47
Sharpe 3YR:0.83
Sharpe 5YR:0.86
Std. Dev. 3YR:9.89
Std. Dev. 5YR:9.89
Sectors Pie Chart 
Sector Distribution Chart


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