Portfolio Mutual Fund Money Managers
| PORTX Fund | USD 62.33 0.11 0.18% |
Break down of Portfolio's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Portfolio's future under-performance.
Portfolio |
| Symbol | PORTX |
| Name | Portfolio 21 Global |
| Type | Mutual Fund |
| Country | United States |
| Exchange | NMFQS |
Information on Portfolio 21 Global Leadership is currently not available.
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Portfolio Net Asset Comparison
Portfolio 21 Global is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of World Large-Stock Blend category is currently estimated at about 56.95 Billion. Portfolio claims roughly 893.89 Million in net asset contributing just under 2% to World Large-Stock Blend category.
Portfolio 21 Global Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Portfolio 21 Global Price Series Summation is a cross summation of Portfolio price series and its benchmark/peer.
About Portfolio Management Performance
The success or failure of an entity such as Portfolio 21 Global often depends on how effective the management is. Portfolio management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Portfolio management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Portfolio management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund invests primarily in common stocks of companies that the Adviser believes are leaders in managing Environmental, Social, and Governance risks and opportunities, have above average growth potential, and are reasonably valued. Under normal market conditions, at least 80 percent of the funds net assets will be invested in equity securities that meet the Advisers ESG criteria, although the Adviser intends to normally be fully invested in such securities. The fund invests globally and has exposure to both emerging and developed markets.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Other Information on Investing in Portfolio Mutual Fund
Portfolio financial ratios help investors to determine whether Portfolio 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 Portfolio with respect to the benefits of owning Portfolio security.
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