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Impax Sustainable Allocation Fund Class Institutional (PAXIX)

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27.56 -0.03    -0.11%
26/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Pax World
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 958.94M
Pax Balanced Institutional 27.56 -0.03 -0.11%

PAXIX Overview

 
Find basic information about the Impax Sustainable Allocation Fund Class Institutional mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add PAXIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change12.34%
Prev. Close27.59
Risk Rating
TTM Yield1.95%
ROE26.45%
IssuerPax World
Turnover1%
ROA11.46%
Inception Date39174
Total Assets958.94M
Expenses0.05%
Min. Investment250,000
Market Cap94.83B
CategoryAllocation - - 50% to 70% Equity
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Impax Sustainable Allocation Fund Class Institutional Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1078 1007 1218 1041 1433 1957
Fund Return 7.82% 0.75% 21.82% 1.34% 7.47% 6.94%
Place in category 662 671 510 587 297 190
% in Category 89 89 66 86 47 40

Top Equity Funds by Impax Asset Management

  Name Rating Total Assets YTD% 3Y% 10Y%
  Pax Global Environmental Mrkts Inst 2.21B 8.72 0.73 8.67
  Pax Balanced Individual Investor 1.36B 7.61 1.10 6.67
  Pax Large Cap Fund Institutional 1.31B 12.73 3.92 -
  Pax MSCI International ESG Idx Inst 1.16B 9.08 2.32 5.33
  Pax Small Cap Institutional 605.18M 11.74 -0.44 6.70

Top Funds for Allocation--50% to 70% Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds American Balanced A 111.7B 13.30 5.24 8.16
  Vanguard Wellington Admiral 98.64B 12.38 4.27 8.38
  American Funds American Balanced R6 56.03B 13.59 5.57 8.49
  Vanguard Balanced Index Adm 46.01B 12.51 3.69 8.16
  Fidelity Advisor Balanced Fund Clas 42.26B 13.97 4.86 9.58

Top Holdings

Name ISIN Weight % Last Change %
Impax Large Cap Fund Institutional - 41.13 - -
Impax Core Bond Fund Institutional - 33.36 - -
Impax International Sust Econ Instl - 4.95 - -
Impax High Yield Bond Institutional - 4.54 - -
Impax Small Cap Institutional - 4.08 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators BUY Strong Buy Strong Buy
Summary Buy Strong Buy Strong Buy
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