United StatesPax Large Cap Fund
Focused on companies with strong prospects and attractive valuations.
Overall Morningstar™ Rating† Institutional Class (PXLIX) as of 10/31/2022.
Out of 1221 Large Blend Funds based on risk adjusted returns.
Pax Small Cap Fund
High conviction strategy with strong emphasis on risk management.
Pax Global Opportunities Fund
Investing in the transition toward a more sustainable economy.
Overall Morningstar™ Rating† Institutional Class (PXWIX) as of 10/31/2022.
Out of 305 Global Large-Stock Growth Funds based on risk-adjusted returns.
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 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 that we believe are positioned to benefit from the transition to a more sustainable economy.
Overall Morningstar™ Rating† Institutional Class (PXNIX) as of 10/31/2022.
Out of 700 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.
Pax Sustainable Allocation Fund
Diverse portfolio, diverse impact.
Overall Morningstar™ Rating† Institutional Class (PAXIX) as of 10/31/2022.
Out of 694 50% to 70% Equity Funds based on risk-adjusted returns.