United StatesPax Large Cap Fund
Focused on companies with strong prospects and attractive valuations.
Overall Morningstar™ Rating† Institutional Class (PXLIX) as of 2/29/2020.
Out of 1215 Large Blend Funds based on risk adjusted returns.
Pax Small Cap Fund
High conviction strategy with strong emphasis on risk management.
Overall Morningstar™ Rating† Institutional Class (PXWIX) as of 2/29/2020.
Out of 637 Small Blend Funds based on risk adjusted returns.
Pax ESG Beta® Quality Fund
Smart beta strategy focused on quality, value and ESG factors.
Pax ESG Beta® Dividend Fund
Smart beta strategy focused on dividend and ESG factors.
Pax Global Opportunities Fund
Investing in the transition toward a more sustainable economy.
Pax Global Environmental Markets Fund
Investing in resource efficiency and environmental solutions.
Pax Ellevate Global Women’s Leadership Fund
Investing in companies that invest in women.
Overall Morningstar™ Rating† Institutional Class (PXWIX) as of 2/29/2020.
Out of 740 World Large Stock Funds based on risk-adjusted returns.
Pax MSCI EAFE ESG Leaders Index Fund
An international index fund driven by ESG performance.
Pax Core Bond Fund
Fixed income investing with impact.
An investment-grade strategy that allocates a significant portion of the portfolio to impact bonds that promote positive environmental and social outcomes.
Pax High Yield Bond Fund
ESG high yield investing with a quality focus.
Pax Sustainable Allocation Fund*
Diverse portfolio, diverse impact.
Overall Morningstar™ Rating† Institutional Class (PAXIX) as of 2/29/2020.
Out of 640 50% to 70% Equity Funds based on risk-adjusted returns.