United StatesPax Large Cap Fund
Focused on companies with strong prospects and attractive valuations.
Overall Morningstar™ Rating† Institutional Class (PXLIX) as of 6/30/2020.
Out of 1230 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 5/31/2020.
Out of 623 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.
Pax MSCI EAFE ESG Leaders Index Fund
An international index fund driven by ESG performance.
Overall Morningstar™ Rating† Institutional Class (PXNIX) as of 6/30/2020.
Out of 648 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
ESG high yield investing with a quality focus.
Overall Morningstar™ Rating† Institutional Class (PXHIX) as of 6/30/2020.
Out of 639 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 6/30/2020.
Out of 636 50% to 70% Equity Funds based on risk-adjusted returns.