United StatesSmall caps are back in focus as market dynamics shift and investors seek new sources of growth. With renewed momentum in the asset class and increased M&A activity, now is an opportune time for investors and their advisors to revisit their small cap allocations.
In this 9-minute video, Impax Small Cap Fund portfolio manager Nathan Moser shares timely insights on recent performance, what sets the Fund apart, and his outlook for rates, M&A, and the market ahead. Watch now to hear Nathan’s perspective and see why the Impax Small Cap Fund warrants consideration as a small cap allocation.
| Total return (%) | Annualized returns (%) | |||||
|---|---|---|---|---|---|---|
| 3M | 1Y | 3Y | 5Y | 10Y | SI 1 | |
| Impax Small Cap Fund (Institutional Class) | 12.22 | 11.31 | 14.65 | 12.87 | 8.08 | 8.69 |
| Russell 2000 | 12.39 | 10.76 | 15.21 | 11.56 | 9.77 | 8.99 |
1 First full month since inception. The inception date for Impax Small Cap Fund Institutional Class is 03/27/2008.
Performance data quoted represent past performance, which does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. For most recent month-end performance information, visit www.impaxam.com. Figures include reinvested dividends, capital gains distribution, and changes in principal value. For additional share class performance, visit impaxam.com/performance. Gross expense ratio: Institutional Class: 0.90%.
Investments involve risk, including potential loss of principal.
RISKS: Equity investments are subject to market fluctuations, the fund’s share price can fall because of weakness in the broad market, a particular industry, or specific holdings. Emerging market and international investments involve risk of capital loss from unfavorable fluctuations in currency values, differences in generally accepted accounting principles, economic or political instability in other nations or increased volatility and lower trading volume. The Fund is actively managed. The investment techniques and decisions of the investment adviser and the Fund’s portfolio manager(s), including the investment adviser’s assessment of a company’s ESG (Environmental, Social and Governance) profile when selecting investments for the Fund, may not produce the desired results and may adversely impact the Fund’s performance, including relative to other Funds that do not consider ESG factors or come to different conclusions regarding such factors.
You should consider Impax Funds’ investment objectives, risks, and charges and expenses carefully before investing. For this and other important information, please download a fund prospectus. Please read it carefully before investing.
Impax Funds are distributed by Foreside Financial Services, LLC. Foreside Financial Services is not affiliated with Impax Asset Management