Christine Cappabianca

Based on 99% of AUM.
Overview
A systematic, global large cap strategy that seeks to invest in companies that advance gender diversity and equity.
Invest in Women
The strategy is the first broadly diversified mutual fund that invests in the highest-rated companies in the world for advancing women through gender-diverse boards, senior leadership teams and other policies and practices.
Diversity Advantage
Research indicates that companies with more women in leadership have higher returns on capital, greater innovation, increased productivity and higher employee retention and satisfaction.
Impact & ESG
The strategy invests in companies that value women’s leadership and advances gender equality through engagement and advocacy. Additionally, the strategy meets key ESG standards and is fossil fuel free.
Monthly Total Returns
Month End | Quarter End | Average Annual Returns (%) | |||||||
---|---|---|---|---|---|---|---|---|
1m | 3m | YTD | 1yr | 3yrs | 5yrs | 10yrs | Since Reorganization1 | |
Impax Ellevate Global Women’s Leadership Fund – Investor Class | -2.52 | 3.73 | 9.78 | 10.60 | 4.15 | 5.35 | 8.06 | 6.62 |
Impax Ellevate Global Women’s Leadership Fund – Institutional Class | -2.53 | 3.75 | 9.92 | 10.84 | 4.40 | 5.60 | 8.33 | 6.88 |
Impax Global Women’s Leadership (Net) Index | -2.33 | 5.37 | 16.61 | 15.39 | 6.43 | 7.16 | | 7.85 |
MSCI World (Net) Index | -2.39 | 6.99 | 16.11 | 15.60 | 8.41 | 8.33 | 9.28 | 8.07 |
Lipper Global Multi-Cap Core Funds Index | -2.90 | 5.95 | 11.99 | 12.44 | 7.13 | 6.25 | 7.76 | 6.61 |
Quarterly Total Returns
Month End | Quarter End | Average Annual Returns (%) | |||||||
---|---|---|---|---|---|---|---|---|
1m | 3m | YTD | 1yr | 3yrs | 5yrs | 10yrs | Since Reorganization1 | |
Impax Ellevate Global Women’s Leadership Fund – Investor Class | 4.44 | 3.65 | 10.53 | 13.35 | 7.73 | 6.50 | 8.41 | 6.83 |
Impax Ellevate Global Women’s Leadership Fund – Institutional Class | 4.42 | 3.71 | 10.62 | 13.64 | 8.00 | 6.76 | 8.68 | 7.09 |
Impax Global Women’s Leadership (Net) Index | 5.84 | 7.49 | 17.13 | 19.52 | 9.97 | 8.32 | | 8.06 |
MSCI World (Net) Index | 6.05 | 6.83 | 15.09 | 18.51 | 12.18 | 9.07 | 9.50 | 8.12 |
Lipper Global Multi-Cap Core Funds Index | 5.71 | 4.97 | 11.75 | 15.05 | 10.67 | 6.99 | 8.00 | 6.71 |
10 year performance data pre-dates fund reorganization.
Performance data quoted represent past performance, which does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted.
Risk Statistics
Global Large-Stock Blend | Overall | 3yrs | 5yrs | 10yrs | |
---|---|---|---|---|---|
Impax Ellevate Global Women’s Leadership Fund – Investor Class | Rating | ★★★ | ★★ | ★★ | ★★★ |
Impax Ellevate Global Women’s Leadership Fund – Institutional Class | Rating | ★★★ | ★★ | ★★ | ★★★ |
# In Peer Group | 341 | 341 | 291 | 191 |
Global Multi-Cap Core | 1yr | 3yrs | 5yrs | 10yrs | |
---|---|---|---|---|---|
Impax Ellevate Global Women’s Leadership Fund – Investor Class | Percentile Rank | 72 | 80 | 85 | 64 |
Prime Rank | 83 | 77 | 72 | 30 | |
# In Peer Group | 116 | 97 | 85 | 47 | |
Impax Ellevate Global Women’s Leadership Fund – Institutional Class | Percentile Rank | 68 | 78 | 71 | 56 |
Prime Rank | 78 | 75 | 60 | 26 | |
# In Peer Group | 116 | 97 | 85 | 47 |
Asset Allocation
Portfolio Statistics
Value | |
---|---|
Value | |
Assets (all share classes) | 797,743,947 |
Number of Holdings (All) | 425 |
Turnover Ratio (12/31/2022)§ | 45 |
Regions
Country Allocation
Portfolio % | |
---|---|
Portfolio % | |
United States | 65.80 |
United Kingdom | 9.40 |
France | 5.60 |
Norway | 4.50 |
Germany | 2.20 |
Canada | 2.00 |
Australia | 2.00 |
Sweden | 2.00 |
Netherlands | 1.70 |
Switzerland | 1.30 |
Denmark | 1.20 |
Spain | 0.60 |
Italy | 0.50 |
Hong Kong | 0.20 |
Finland | 0.10 |
New Zealand | 0.10 |
Singapore | 0.10 |
Israel | 0.10 |
Belgium | 0.10 |
Portugal | 0.10 |
Top Sectors
Top Ten Holdings
Impax Gender Analytics Team
Julie Gorte Ph.D., Senior Vice President for Sustainable Investing, and Heather Smith, Lead Sustainability Research Analyst, lead the team that rates and ranks companies to construct the Impax Global Women’s Leadership Index.