Pax Large Cap Fund Portfolio Manager Andy Braun met with RIA Channel’s Julie Cooling to discuss trends paving the way to a more sustainable economy.


The top 10 holdings of the Pax Large Cap Fund as of 12/31/2020 are as follows: Microsoft Corp. 5.4%, Apple, Inc. 4.9%, Amazon.com, Inc. 3.3%, Voya Financial, Inc. 3.1%, Procter & Gamble Co., The 2.8%, Applied Materials, Inc. 2.8%, Alphabet, Inc., Class A 2.6%, Alphabet, Inc., Class C 2.6%, Lowes Cos., Inc. 2.6% and Target Corp. 2.6%. Holdings are subject to change.

Risks: Investments involve risk, including potential loss of principal. 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..

IMPX-20210305-0223

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