United StatesPax Large Cap Fund
Focused on companies with strong prospects and attractive valuations.
Overall Morningstar™ Rating† Institutional Class (PXLIX) as of 03/31/2021.
Out of 1225 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.
Pax Global Environmental Markets Fund
Investing in resource efficiency and environmental solutions.
Overall Morningstar™ Rating‡ Institutional Class (PGINX) as of 03/31/2021.
Out of 762 World Large Stock Funds based on risk-adjusted returns.
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 U.S. Sustainable Economy Fund*
A systematic strategy investing in U.S. 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-U.S. 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 03/31/2021.
Out of 654 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 03/31/2021.
Out of 630 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 03/31/2021.
Out of 641 50% to 70% Equity Funds based on risk-adjusted returns.