Impax Funds ProspectusStatement of Additional InformationAnnual ReportSemi Annual ReportQ3 2024 HoldingsQ2 2024 HoldingsQ1 2024 HoldingsQ4 2023 Holdings
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Shareholder Reports

Semi-Annual period ended June 30, 2024
Fund NameShare ClassTickerShareholder Report 6/30/2024
1Impax Large Cap FundInvestor ClassPAXLXPDF
2Impax Large Cap FundInstitutional ClassPXLIXPDF
3Impax Small Cap FundInvestor ClassPXSCXPDF
4Impax Small Cap FundInstitutional ClassPXSIXPDF
5Impax Small Cap FundClass APXSAXPDF
6Impax US Sustainable Economy FundInvestor ClassPXWGXPDF
7Impax US Sustainable Economy FundInstitutional ClassPWGIXPDF
8Impax US Sustainable Economy FundClass APXGAXPDF
9Impax Global Sustainable Infrastructure FundInvestor ClassPAXDXPDF
10Impax Global Sustainable Infrastructure FundInstitutional ClassPXDIXPDF
11Impax Global Opportunities FundInvestor ClassPAXGXPDF
12Impax Global Opportunities FundInstitutional ClassPXGOXPDF
13Impax Global Environmental Markets FundInvestor ClassPGRNXPDF
14Impax Global Environmental Markets FundInstitutional ClassPGINXPDF
15Impax Global Environmental Markets FundClass APXEAXPDF
16Impax Global Social Leaders FundInvestor ClassIGSLXPDF
17Impax Global Social Leaders FundInstitutional ClassIGSIXPDF
18Impax Ellevate Global Women’s Leadership FundInvestor ClassPXWEXPDF
19Impax Ellevate Global Women’s Leadership FundInstitutional ClassPXWIXPDF
20Impax International Sustainable Economy FundInvestor ClassPXINXPDF
21Impax International Sustainable Economy FundInstitutional ClassPXNIXPDF
22Impax Core Bond FundInvestor ClassPAXBXPDF
23Impax Core Bond FundInstitutional ClassPXBIXPDF
24Impax High Yield Bond FundInvestor ClassPAXHXPDF
25Impax High Yield Bond FundInstitutional ClassPXHIXPDF
26Impax High Yield Bond FundClass APXHAXPDF
27Impax Sustainable Allocation FundInvestor ClassPAXWXPDF
28Impax Sustainable Allocation FundInstitutional ClassPAXIXPDF

Additional information about Impax Asset Management LLC and Impax Asset Management Limited is also available at adviserinfo.sec.gov.

Impax Asset Management LLC Form ADV Part 2A (12/15/2023) | Impax Asset Management Limited Form ADV Part 2A (12/15/2023)

FundFact SheetPerformanceCommentaryQuarterly HoldingsProxy Voting Records
Impax Large Cap FundPDFHTMLPDFPDFHTML
Impax Small Cap FundPDFHTMLPDFPDFHTML
Impax Global Opportunities Fund PDFHTMLPDFPDFHTML
Impax Global Environmental Markets FundPDFHTMLPDFPDFHTML
Impax Global Social Leaders FundPDFHTMLPDFPDFHTML
Impax Ellevate Global Women's Leadership FundPDFHTMLPDFPDFHTML
Impax Global Sustainable Infrastructure FundPDFHTMLPDFPDFHTML
Impax US Sustainable Economy FundPDFHTMLPDFPDFHTML
Impax International Sustainable Economy FundPDFHTMLPDFPDFHTML
Impax Core Bond FundPDFHTMLPDFPDFHTML
Impax High Yield Bond FundPDFHTMLPDFPDFHTML
Impax Sustainable Allocation FundPDFHTMLPDFPDFHTML

The Impax Funds are now offering the option for some forms to be completed and submitted online, signing the form electronically. As part of the process, users of this option will first step through a secure identification process to validate their personal information. Just use the “Click here to begin” link for the forms offering the option in their Description. Forms completed using this method may not be printed.

Important: Requests requiring a Medallion Signature Guarantee (MSG) Stamp are not available using this service. Please review the PDF of the form prior to ensure your option does not require an MSG Stamp.

TitleDescriptionDownload
1Mutual Fund Account Application - Investor and Institutional ClassNew mutual fund account application for investing in the Investor Class shares of the funds. Individual, Joint Tenants, Custodial UTMA, Trust, Non-Profit Organization and Corporation account options are available.PDF
2Mutual Fund Account Application - Class ANew mutual fund account application for investing in the Class A shares of the funds available through a financial representative. Individual, Joint Tenants, Custodial UTMA, Trust, Non-Profit Organization and Corporation account options are available.PDF
3Certification Regarding Beneficial Owners of Legal Entity CustomersMust be completed along with a new account application when opening an account for certain legal entities.PDF
4Transfer on Death FormRegister your non-retirement account as Transfer On Death (TOD) to provide named beneficiaries. You may also use our new online form – Click here to begin.PDF
5Shareholder Service FormAdd/Change Bank Information for Electronic Funds Transfer; Add/Change an Automatic Invest Plan; Update Dividend/Capital Gain Options; Elect a Cost Basis Method.PDF
6Shareholder Mailing FormUpdate your E-Delivery options, add a recipient for duplicate statements, link accounts with different registrations to a single quarterly account statement and online Access User ID.PDF
7Gift of Shares FormGive shares from your non-retirement Impax account to an individual or organization.PDF
8Change of Ownership / Account Re-registration FormChange or re-register the ownership of all or a portion of an existing non-retirement account as a transfer of shares.PDF
9Custodial Account Transfer of Ownership FormRe-register an UTMA/UGMA, Minor IRA, or Minor Roth IRA account when the child reaches the age of majority.PDF
10Name Change FormUpdate your legal name change. You may also use our new online form – as part of completing this form online, you will be required to upload legal documentation of your name change. Click here to begin.PDF
11Non-Retirement Redemption FormAuthorize a redemption from your Non-Retirement account.PDF
12Non-Retirement Account Transfer FormAuthorize the transfer of your Non-Retirement account from another mutual fund company directly to Impax Mutual Funds.PDF
13Subsequent Investment SlipSend with an additional investment once you have established an account with ImpaxPDF
14Affidavit of DomicileUsed with additional documents to update an account in the event of the owner’s death.PDF
15IRS Form W-9Certify your Tax ID/Social Security number or S Corporation/C Corporation statusPDF

The Impax Funds are now offering the option for some forms to be completed and submitted online, signing the form electronically. As part of the process, users of this option will first step through a secure identification process to validate their personal information. Just use the “Click here to begin” link for the forms offering the option in their Description. Forms completed using this method may not be printed.

Important: Requests requiring a Medallion Signature Guarantee (MSG) Stamp are not available using this service. Please review the PDF of the form prior to ensure your option does not require an MSG Stamp.

TitleDescriptionDownload
1Traditional, Roth & SEP IRA Account Application - Investor ClassUse to open a new Traditional IRA, Rollover IRA, SEP-IRA or Roth IRA in the Investor class shares of the funds. If opening a SEP-IRA, you must complete and attach the IRS Form 5305-SEP below.
2Traditional, Roth & SEP IRA Account Application - Class AUse to open a new Traditional IRA, Rollover IRA, SEP-IRA, or Roth IRA account through a financial representative in the Class A shares of the funds. If opening a SEP-IRA, you must complete and attach the IRS Form 5305-SEP below.
3Traditional, Roth & SEP IRA AgreementIncludes application instructions, Disclosure Statement, Traditional IRA Custodial Agreement and Roth IRA Custodial Agreement.PDF
4IRS Form 5305-SEPMust be completed along with a Traditional & Roth IRA Account Application above when opening a SEP-IRA account.PDF
5Traditional IRA & Roth IRA Transfer of Assets/Direct Rollover FormAuthorize the transfer of your employer-sponsored plan, Traditional IRA or Roth IRA directly to Impax. Do not use this form for a Roth Conversion or Recharacterization.PDF
6Traditional IRA & Roth IRA Rollover/Conversion Certification FormIf you have received a check payable to you from an employer-sponsored plan, Traditional IRA or Roth IRA that you wish to roll over to Impax within 60 days.PDF
7SIMPLE IRA Account Application - Investor ClassUse to open a new SIMPLE IRA account in the Investor class shares of the funds. Include a copy of your employer's SIMPLE Adoption Agreement.
8SIMPLE IRA Account Application - Class AUse to open a new SIMPLE IRA account through a financial representative in the Class A shares of the funds. Include a copy of your employer's SIMPLE Adoption Agreement.
9SIMPLE IRA AgreementIncludes application instructions, Disclosure Statement and Custodial Account Agreement.PDF
10SIMPLE IRA Transfer of Assets FormAuthorize the transfer of your SIMPLE IRA directly to Impax.PDF
11SIMPLE IRA Rollover Certification FormIf you have received a check payable to you from your SIMPLE IRA that you wish to roll over to Impax within 60 days.PDF
12Change of Beneficiary FormUpdate beneficiary information for your Impax retirement account.PDF
13IRA Withdrawal FormRequest a total or partial distribution from your Impax IRA, Roth IRA, or SEP-IRA. You may also use our new online option for many of the distribution options available on this form. We recommend reviewing the PDF to ensure your option will not require a Medallion Signature Guarantee (MSG) Stamp. Click here to begin.PDF
14IRA Required Minimum Distribution FormRequest a Required Minimum Distribution (RMD) from your Impax Traditional IRA, SEP IRA or SIMPLE IRA account if you are age 73 or older.PDF
15IRA Qualified Charitable Distribution FormRequest a Qualified Charitable Distribution (QCD) from your Impax Traditional IRA or Roth IRA account if you are age 70½ or older.PDF
16SIMPLE IRA Withdrawal FormRequest a total or partial distribution from your Impax SIMPLE IRAPDF
17Roth IRA Conversion - InternalConvert your Impax Traditional IRA to an Impax Roth IRA.PDF
18Roth IRA Conversion - ExternalTransfer & Convert your Traditional IRA with another company to an Impax Roth IRA.PDF
19IRA Recharacterization Form - Internal ContributionRecharacterize a conversion or contribution between an Impax Roth IRA and an Impax Traditional IRA.PDF
20IRA Recharacterization Form- External ContributionRecharacterize a conversion or contribution between a Roth IRA and Traditional IRA between two different financial institutions.PDF
21Roth IRA Rollover Certification of 529 PlanUse to complete a direct rollover from a 529 Plan at another investment company to an Impax Funds Roth IRA.PDF
22IRA Self-Certification for Acceptance of a Late Rollover Contribution FormIf you need to certify a waiver of the 60-day rollover rule within 30 days after the initial deadline for certain situations.PDF
23403(b)(7) WithdrawalRequest a total or partial distribution from your Impax 403(b)(7) account.PDF
24Shareholder Service FormAdd/Change Bank Information for Electronic Funds Transfer; Add/Change an Automatic Invest Plan; Update Dividend/Capital Gain Options; Elect a Cost Basis Method.PDF
25Custodial Account Transfer of Ownership FormRe-register an UTMA/UGMA, Minor IRA, or Minor Roth IRA account when the child reaches the age of majority. PDF
26Subsequent Investment SlipSend with an additional investment once you have established an account with Impax.PDF
TitleDescriptionDownload
1Coverdell Education Savings Account Application - Investor ClassUse to open a new Coverdell Education Savings account in the Investor Class shares of the funds.
2Coverdell Education Savings Account Application - Class AUse to open a new Coverdell Education Savings account through a financial representative in the Class A shares of the funds.
3Coverdell Education Savings Account AgreementIncludes application instructions, Disclosure Statement, questions and answers and Custodial Account Agreement.PDF
4Coverdell Education Savings Account Transfer of Assets FormAuthorize the transfer of a Coverdell ESA directly to Impax from the same beneficiary.PDF
5Coverdell Education Savings Account Rollover Certification FormIf you have received a check payable to you from a Coverdell ESA that you wish to roll over to Impax within 60 days.PDF
6Coverdell Education Savings Account Change of Beneficiary FormUpdate death beneficiary information for your Impax Coverdell ESA account.PDF
7Coverdell ESA Withdrawal FormRequest a total or partial distribution from your Impax Coverdell ESA.PDF
TitlePublished/RevisedDownload
Impax Engagement Report – 2021 imageImpax Asset Management Stewardship and Advocacy Report – 20238/2023PDF
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Access Impax Asset Management Limited’s Form CRS here.

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