United States| Impax Funds Prospectus | Statement of Additional Information | Annual Report | Semi Annual Report | Q2 2024 Holdings | Q1 2024 Holdings | Q4 2023 Holdings | Q3 2023 Holdings |
|---|---|---|---|---|---|---|---|
Shareholder Reports
Semi-Annual period ended June 30, 2024| Fund Name | Share Class | Ticker | Shareholder Report 6/30/2024 | |
|---|---|---|---|---|
| 1 | Impax Large Cap Fund | Investor Class | PAXLX | |
| 2 | Impax Large Cap Fund | Institutional Class | PXLIX | |
| 3 | Impax Small Cap Fund | Investor Class | PXSCX | |
| 4 | Impax Small Cap Fund | Institutional Class | PXSIX | |
| 5 | Impax Small Cap Fund | Class A | PXSAX | |
| 6 | Impax US Sustainable Economy Fund | Investor Class | PXWGX | |
| 7 | Impax US Sustainable Economy Fund | Institutional Class | PWGIX | |
| 8 | Impax US Sustainable Economy Fund | Class A | PXGAX | |
| 9 | Impax Global Sustainable Infrastructure Fund | Investor Class | PAXDX | |
| 10 | Impax Global Sustainable Infrastructure Fund | Institutional Class | PXDIX | |
| 11 | Impax Global Opportunities Fund | Investor Class | PAXGX | |
| 12 | Impax Global Opportunities Fund | Institutional Class | PXGOX | |
| 13 | Impax Global Environmental Markets Fund | Investor Class | PGRNX | |
| 14 | Impax Global Environmental Markets Fund | Institutional Class | PGINX | |
| 15 | Impax Global Environmental Markets Fund | Class A | PXEAX | |
| 16 | Impax Global Social Leaders Fund | Investor Class | IGSLX | |
| 17 | Impax Global Social Leaders Fund | Institutional Class | IGSIX | |
| 18 | Impax Ellevate Global Women’s Leadership Fund | Investor Class | PXWEX | |
| 19 | Impax Ellevate Global Women’s Leadership Fund | Institutional Class | PXWIX | |
| 20 | Impax International Sustainable Economy Fund | Investor Class | PXINX | |
| 21 | Impax International Sustainable Economy Fund | Institutional Class | PXNIX | |
| 22 | Impax Core Bond Fund | Investor Class | PAXBX | |
| 23 | Impax Core Bond Fund | Institutional Class | PXBIX | |
| 24 | Impax High Yield Bond Fund | Investor Class | PAXHX | |
| 25 | Impax High Yield Bond Fund | Institutional Class | PXHIX | |
| 26 | Impax High Yield Bond Fund | Class A | PXHAX | |
| 27 | Impax Sustainable Allocation Fund | Investor Class | PAXWX | |
| 28 | Impax Sustainable Allocation Fund | Institutional Class | PAXIX |
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)
| Fund | Fact Sheet | Performance | Commentary | Quarterly Holdings | Proxy Voting Records |
|---|---|---|---|---|---|
| Impax Large Cap Fund | HTML | HTML | |||
| Impax Small Cap Fund | HTML | HTML | |||
| Impax Global Opportunities Fund | HTML | HTML | |||
| Impax Global Environmental Markets Fund | HTML | HTML | |||
| Impax Global Social Leaders Fund | HTML | HTML | |||
| Impax Ellevate Global Women's Leadership Fund | HTML | HTML | |||
| Impax Global Sustainable Infrastructure Fund | HTML | HTML | |||
| Impax US Sustainable Economy Fund | HTML | HTML | |||
| Impax International Sustainable Economy Fund | HTML | HTML | |||
| Impax Core Bond Fund | HTML | HTML | |||
| Impax High Yield Bond Fund | HTML | HTML | |||
| Impax Sustainable Allocation Fund | HTML | HTML |
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.
| Title | Description | Download | |
|---|---|---|---|
| 1 | Mutual Fund Account Application - Investor and Institutional Class | New 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. | |
| 2 | Mutual Fund Account Application - Class A | New 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. | |
| 3 | Certification Regarding Beneficial Owners of Legal Entity Customers | Must be completed along with a new account application when opening an account for certain legal entities. | |
| 4 | Transfer on Death Form | Register 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. | |
| 5 | Shareholder Service Form | Add/Change Bank Information for Electronic Funds Transfer; Add/Change an Automatic Invest Plan; Update Dividend/Capital Gain Options; Elect a Cost Basis Method. | |
| 6 | Shareholder Mailing Form | Update 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. | |
| 7 | Gift of Shares Form | Give shares from your non-retirement Impax account to an individual or organization. | |
| 8 | Change of Ownership / Account Re-registration Form | Change or re-register the ownership of all or a portion of an existing non-retirement account as a transfer of shares. | |
| 9 | Custodial Account Transfer of Ownership Form | Re-register an UTMA/UGMA, Minor IRA, or Minor Roth IRA account when the child reaches the age of majority. | |
| 10 | Name Change Form | Update 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. | |
| 11 | Non-Retirement Redemption Form | Authorize a redemption from your Non-Retirement account. | |
| 12 | Non-Retirement Account Transfer Form | Authorize the transfer of your Non-Retirement account from another mutual fund company directly to Impax Mutual Funds. | |
| 13 | Subsequent Investment Slip | Send with an additional investment once you have established an account with Impax | |
| 14 | Affidavit of Domicile | Used with additional documents to update an account in the event of the owner’s death. | |
| 15 | IRS Form W-9 | Certify your Tax ID/Social Security number or S Corporation/C Corporation status |
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.
| Title | Description | Download | |
|---|---|---|---|
| 1 | Traditional, Roth & SEP IRA Account Application - Investor Class | Use 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. | |
| 2 | Traditional, Roth & SEP IRA Account Application - Class A | Use 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. | |
| 3 | Traditional, Roth & SEP IRA Agreement | Includes application instructions, Disclosure Statement, Traditional IRA Custodial Agreement and Roth IRA Custodial Agreement. | |
| 4 | IRS Form 5305-SEP | Must be completed along with a Traditional & Roth IRA Account Application above when opening a SEP-IRA account. | |
| 5 | Traditional IRA & Roth IRA Transfer of Assets/Direct Rollover Form | Authorize 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. | |
| 6 | Traditional IRA & Roth IRA Rollover/Conversion Certification Form | If 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. | |
| 7 | SIMPLE IRA Account Application - Investor Class | Use 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. | |
| 8 | SIMPLE IRA Account Application - Class A | Use 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. | |
| 9 | SIMPLE IRA Agreement | Includes application instructions, Disclosure Statement and Custodial Account Agreement. | |
| 10 | SIMPLE IRA Transfer of Assets Form | Authorize the transfer of your SIMPLE IRA directly to Impax. | |
| 11 | SIMPLE IRA Rollover Certification Form | If you have received a check payable to you from your SIMPLE IRA that you wish to roll over to Impax within 60 days. | |
| 12 | Change of Beneficiary Form | Update beneficiary information for your Impax retirement account. | |
| 13 | IRA Withdrawal Form | Request 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. | |
| 14 | IRA Required Minimum Distribution Form | Request a Required Minimum Distribution (RMD) from your Impax Traditional IRA, SEP IRA or SIMPLE IRA account if you are age 73 or older. | |
| 15 | IRA Qualified Charitable Distribution Form | Request a Qualified Charitable Distribution (QCD) from your Impax Traditional IRA or Roth IRA account if you are age 70½ or older. | |
| 16 | SIMPLE IRA Withdrawal Form | Request a total or partial distribution from your Impax SIMPLE IRA | |
| 17 | Roth IRA Conversion - Internal | Convert your Impax Traditional IRA to an Impax Roth IRA. | |
| 18 | Roth IRA Conversion - External | Transfer & Convert your Traditional IRA with another company to an Impax Roth IRA. | |
| 19 | IRA Recharacterization Form - Internal Contribution | Recharacterize a conversion or contribution between an Impax Roth IRA and an Impax Traditional IRA. | |
| 20 | IRA Recharacterization Form- External Contribution | Recharacterize a conversion or contribution between a Roth IRA and Traditional IRA between two different financial institutions. | |
| 21 | Roth IRA Rollover Certification of 529 Plan | Use to complete a direct rollover from a 529 Plan at another investment company to an Impax Funds Roth IRA. | |
| 22 | IRA Self-Certification for Acceptance of a Late Rollover Contribution Form | If you need to certify a waiver of the 60-day rollover rule within 30 days after the initial deadline for certain situations. | |
| 23 | 403(b)(7) Withdrawal | Request a total or partial distribution from your Impax 403(b)(7) account. | |
| 24 | Shareholder Service Form | Add/Change Bank Information for Electronic Funds Transfer; Add/Change an Automatic Invest Plan; Update Dividend/Capital Gain Options; Elect a Cost Basis Method. | |
| 25 | Custodial Account Transfer of Ownership Form | Re-register an UTMA/UGMA, Minor IRA, or Minor Roth IRA account when the child reaches the age of majority. | |
| 26 | Subsequent Investment Slip | Send with an additional investment once you have established an account with Impax. |
| Title | Description | Download | |
|---|---|---|---|
| 1 | Coverdell Education Savings Account Application - Investor Class | Use to open a new Coverdell Education Savings account in the Investor Class shares of the funds. | |
| 2 | Coverdell Education Savings Account Application - Class A | Use to open a new Coverdell Education Savings account through a financial representative in the Class A shares of the funds. | |
| 3 | Coverdell Education Savings Account Agreement | Includes application instructions, Disclosure Statement, questions and answers and Custodial Account Agreement. | |
| 4 | Coverdell Education Savings Account Transfer of Assets Form | Authorize the transfer of a Coverdell ESA directly to Impax from the same beneficiary. | |
| 5 | Coverdell Education Savings Account Rollover Certification Form | If you have received a check payable to you from a Coverdell ESA that you wish to roll over to Impax within 60 days. | |
| 6 | Coverdell Education Savings Account Change of Beneficiary Form | Update death beneficiary information for your Impax Coverdell ESA account. | |
| 7 | Coverdell ESA Withdrawal Form | Request a total or partial distribution from your Impax Coverdell ESA. |
| Title | Published/Revised | Download | |
|---|---|---|---|
 | Impax Asset Management Stewardship and Advocacy Report – 2023 | 8/2023 |