United StatesPax Large Cap Fund
Focused on companies with strong prospects and attractive valuations.
Overall Morningstar™ Rating† Institutional Class (PXLIX) as of 12/31/2021.
Out of 1244 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 (PXSIX) as of 12/31/2021.
Out of 596 Small Blend Funds based on risk adjusted returns.
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.
Overall Morningstar™ Rating‡ Institutional Class (PGINX) as of 12/31/2021.
Out of 283 World Large-Stock Blend Funds based on risk-adjusted returns.
Pax Ellevate Global Women’s Leadership Fund
Investing in companies that invest in women.
Overall Morningstar™ Rating† Institutional Class (PXWIX) as of 12/31/2021.
Out of 283 World Large-Stock Blend Funds based on risk-adjusted returns.
Pax Global Sustainable Infrastructure Fund*
Investing in the foundations of a sustainable economy.
Pax US Sustainable Economy Fund*
A systematic strategy investing in US companies we believe are positioned to benefit from the transition to a more sustainable economy.
Pax International Sustainable Economy Fund*
A systematic strategy investing in non-US developed markets companies we believe are positioned to benefit from the transition to a more sustainable economy.
Overall Morningstar™ Rating† Institutional Class (PXNIX) as of 12/31/2021.
Out of 698 Foreign Large Blend Funds based on risk adjusted returns.
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
Driven by sustainability opportunities and risks.
Overall Morningstar™ Rating† Institutional Class (PXHIX) as of 12/31/2021.
Out of 634 High Yield Bond Funds based on risk-adjusted returns.
Pax Sustainable Allocation Fund
Diverse portfolio, diverse impact.
Overall Morningstar™ Rating† Institutional Class (PAXIX) as of 12/31/2021.
Out of 665 50% to 70% Equity Funds based on risk-adjusted returns.