United StatesFund Documents
Fund Literature
Account Forms
IRA & ESA Account Forms
Reports
Brochures
| Fund | Fact Sheet | Performance | Commentary | Quarterly Holdings | Proxy Voting Records |
|---|---|---|---|---|---|
| Pax Large Cap Fund | HTML | HTML | HTML | ||
| Pax Small Cap Fund | HTML | HTML | HTML | ||
| Pax Global Opportunities Fund | HTML | HTML | HTML | ||
| Pax Global Environmental Markets Fund | HTML | HTML | HTML | ||
| Pax Ellevate Global Women's Leadership Fund | HTML | HTML | HTML | ||
| Pax Global Sustainable Infrastructure Fund* | HTML | HTML | |||
| Pax U.S. Sustainable Economy Fund* | HTML | HTML | |||
| Pax International Sustainable Economy Fund* | HTML | HTML | |||
| Pax Core Bond Fund | HTML | HTML | HTML | ||
| Pax High Yield Bond Fund | HTML | HTML | HTML | ||
| Pax Sustainable Allocation Fund | HTML | HTML | HTML |
| Title | Description | Download | |
|---|---|---|---|
| 1 | Mutual Fund Account Application - Investor and Institutional Class | New mutual fund account application for investing in the Investor Class shares of the funds. Individual, Joint Tenants, Custodial UTMA, Trust, Non-Profit Organization and Corporation account options are available. | |
| 2 | Mutual Fund Account Application - Class A | New mutual fund account application for investing in the Class A shares of the funds available through a financial representative. Individual, Joint Tenants, Custodial UTMA, Trust, Non-Profit Organization and Corporation account options are available. | |
| 3 | Certification Regarding Beneficial Owners of Legal Entity Customers | Must be completed along with a new account application when opening an account for certain legal entities. | |
| 4 | Transfer on Death Form | Register your non-retirement account as Transfer On Death (TOD) to provide named beneficiaries. | |
| 5 | Shareholder Service Form | Authorize Telephone/Online Options, Add/Change Bank Information for Electronic Funds Transfer; Add/Change an Automatic Invest Plan; Update Dividend/Capital Gain Options; Update E-Delivery Options; Elect a Cost Basis Method. | |
| 6 | Shareholder Mailing Form | Update your E-Delivery options, add a recipient for duplicate statements, link accounts with different registrations to a single quarterly account statement and online Access User ID. | |
| 7 | Transfer of Shares Form | Give shares of your Pax World Mutual Fund account to an individual or an organization. | |
| 8 | Custodial Account Transfer of Ownership Form | Re-register an UTMA/UGMA, Minor IRA, or Minor Roth IRA account when the child reaches the age of majority. | |
| 9 | Mutual Fund Trading Authorization Form | Allow someone other than the registered account owner(s) to have full trading authority. | |
| 10 | Subsequent Investment Slip | Send with an additional investment once you have established an account with Pax World | |
| 11 | IRS Form W-9 | Certify your Tax ID/Social Security number or S Corporation/C Corporation status | |
| 12 | Name Change Form | Update your legal name change. | |
| 13 | Affidavit of Domicile | Used with additional documents to update an account in the event of the owner’s death. | |
| 14 | Non-Retirement Redemption Form | Authorize a redemption from your Non-Retirement account. | |
| 15 | Non-Retirement Account Transfer Form | Authorize the transfer of your Non-Retirement account from another mutual fund company directly to Pax World Mutual Funds. |
| Title | Description | Download | |
|---|---|---|---|
| 1 | Traditional, Roth & SEP IRA Account Application - Investor Class | Use to open a new Traditional IRA, Rollover IRA, SEP-IRA or Roth IRA in the Investor class shares of the funds. If opening a SEP-IRA, you must complete and attach the IRS Form 5305-SEP below. | |
| 2 | Traditional, Roth & SEP IRA Account Application - Class A | Use to open a new Traditional IRA, Rollover IRA, SEP-IRA, or Roth IRA account through a financial representative in the Class A shares of the funds. If opening a SEP-IRA, you must complete and attach the IRS Form 5305-SEP below. | |
| 3 | Traditional, Roth & SEP IRA Agreement | Includes application instructions, Disclosure Statement, Traditional IRA Custodial Agreement and Roth IRA Custodial Agreement. | |
| 4 | IRS Form 5305-SEP | Must be completed along with a Traditional & Roth IRA Account Application above when opening a SEP-IRA account. | |
| 5 | Traditional IRA & Roth IRA Transfer of Assets/Direct Rollover Form | Authorize the transfer of your employer-sponsored plan, Traditional IRA or Roth IRA directly to Pax World. Do not use this form for a Roth Conversion or Recharacterization. | |
| 6 | Traditional IRA & Roth IRA Rollover/Conversion Certification Form | If you have received a check payable to you from an employer-sponsored plan, Traditional IRA or Roth IRA that you wish to roll over to Pax World within 60 days. | |
| 7 | SIMPLE IRA Account Application - Investor Class | Use to open a new SIMPLE IRA account in the Investor class shares of the funds. Include a copy of your employer's SIMPLE Adoption Agreement. | |
| 8 | SIMPLE IRA Account Application - Class A | Use to open a new SIMPLE IRA account through a financial representative in the Class A shares of the funds. Include a copy of your employer's SIMPLE Adoption Agreement. | |
| 9 | SIMPLE IRA Agreement | Includes application instructions, Disclosure Statement and Custodial Account Agreement. | |
| 10 | SIMPLE IRA Transfer of Assets Form | Authorize the transfer of your SIMPLE IRA directly to Pax World. | |
| 11 | SIMPLE IRA Rollover Certification Form | If you have received a check payable to you from your SIMPLE IRA that you wish to roll over to Pax World within 60 days. | |
| 12 | Coverdell Education Savings Account Application - Investor Class | Use to open a new Coverdell Education Savings account in the Investor Class shares of the funds. | |
| 13 | Coverdell Education Savings Account Application - Class A | Use to open a new Coverdell Education Savings account through a financial representative in the Class A shares of the funds. | |
| 14 | Coverdell Education Savings Account Agreement | Includes application instructions, Disclosure Statement, questions and answers and Custodial Account Agreement. | |
| 15 | Coverdell Education Savings Account Transfer of Assets Form | Authorize the transfer of a Coverdell ESA directly to Pax World from the same beneficiary. | |
| 16 | Coverdell Education Savings Account Rollover Certification Form | If you have received a check payable to you from a Coverdell ESA that you wish to roll over to Pax World within 60 days. | |
| 17 | Change of Beneficiary Form | Update beneficiary information for your Pax World retirement account. | |
| 18 | IRA Withdrawal Form | Request a total or partial distribution from your Pax World IRA, Roth IRA, or SEP-IRA. | |
| 19 | IRA Required Minimum Distribution Form | Request a Required Minimum Distribution (RMD) from your Pax World Traditional IRA, SEP IRA or SIMPLE IRA account if you are age 70½ or older. | |
| 20 | IRA Qualified Charitable Distribution Form | Request a Qualified Charitable Distribution (QCD) from your Pax World Traditional IRA or Roth IRA account if you are age 70½ or older. | |
| 21 | SIMPLE IRA Withdrawal Form | Request a total or partial distribution from your Pax World SIMPLE IRA | |
| 22 | Coverdell ESA Withdrawal Form | Request a total or partial distribution from your Pax World Coverdell ESA. | |
| 23 | Roth IRA Conversion - Internal | Convert your Pax World Traditional IRA to a Pax World Roth IRA. | |
| 24 | Roth IRA Conversion - External | Transfer & Convert your Traditional IRA with another company to a Pax World Roth IRA. | |
| 25 | IRA Recharacterization Form - Internal Contribution | Recharacterize a conversion or contribution between a Pax World Roth IRA and a Pax World Traditional IRA. | |
| 26 | IRA Recharacterization Form- External Contribution | Recharacterize a conversion or contribution between a Roth IRA and Traditional IRA between two different financial institutions. | |
| 27 | IRA Self-Certification for Acceptance of a Late Rollover Contribution Form | If you need to certify a waiver of the 60-day rollover rule within 30 days after the initial deadline for certain situations. | |
| 28 | 403(b)(7) Withdrawal | Request a total or partial distribution from your Pax World 403(b)(7) account. | |
| 29 | Shareholder Service Form | Authorize Telephone/Online Options, Add/Change Bank Information for Electronic Funds Transfer; Add/Change an Automatic Invest Plan; Update Dividend/Capital Gain Options; Update E-Delivery Options; Elect a Cost Basis Method. | |
| 30 | Custodial Account Transfer of Ownership Form | Re-register an UTMA/UGMA, Minor IRA, or Minor Roth IRA account when the child reaches the age of majority. | |
| 31 | Subsequent Investment Slip | Send with an additional investment once you have established an account with Pax World | |
| 32 | Mutual Fund Trading Authorization Form | Allow someone other than the registered account owner(s) to have full trading authority. |
