AUM
$517,310,618
Holdings
130
Launch Date
Launch Date (Institutional)
Launch Date (Class A)
June 1997
April 2007
May 2013
Portfolio Managers
Scott LaBreche
Christine Cappabianca
Morningstar Low Carbon Designation™
Low Carbon logo
US Equity Large Cap Blend as of 5/31/25.
Based on 99% of AUM.

Overview

A systematic strategy investing in US large cap companies we believe are positioned to benefit from the transition to a more sustainable economy.

Quality companies

Systematic investment process aims to target well-run, profitable companies, that are best positioned for the transition to a more sustainable economy.

Risk focused

Internal and external risk models are integrated to better manage stock-specific risk as well as unintended country, industry and style biases.

Sustainability

Proprietary tools, as well as internal and external risk models are integrated to identify and manage a range of financial and sustainability related opportunities and investment risks

Monthly Total Returns

(As of 06/30/2025)
Month End | Quarter End
Month End | Quarter End Average Annual Returns (%)
1m3mYTD1yr3yrs5yrs10yrs
Impax US Sustainable Economy Fund – Investor Class4.819.913.559.4616.5214.5311.32
Impax US Sustainable Economy Fund – Class A54.789.873.569.4616.5214.5311.32
Impax US Sustainable Economy Fund – Institutional Class4.809.963.699.7516.8014.8211.60
Russell 1000 Index5.0611.116.1215.6619.5916.3013.35

Quarterly Total Returns

(As of 03/31/2025)
Month End | Quarter End
Month End | Quarter End Average Annual Returns (%)
1m3mYTD1yr3yrs5yrs10yrs
Impax US Sustainable Economy Fund – Investor Class-6.27-5.79-5.792.477.0616.4210.34
Impax US Sustainable Economy Fund – Class A5-6.26-5.74-5.742.497.0716.4310.34
Impax US Sustainable Economy Fund – Institutional Class-6.24-5.70-5.702.727.3316.7110.62
Russell 1000 Index-5.79-4.49-4.497.828.6518.4712.18
5 Class A Inception date return since May 1, 2013 is 12.25 (annualized).
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.
The performance information shown for Class A represents the performance of the Individual Investor Class shares for the period prior to Class A inception.
A 1.00% CDSC (contingent deferred sales charge) may be charged on any shares sold within 18 months of purchase over $1 million. POP (public offering price) reflects the maximum sales load for the Fund’s Class A Shares of 5.50%

Performance after Sales Charge

(As of 06/30/2025)
Month End | Quarter End
Month End | Quarter End Average Annual Returns (%)
1m3mYTD1yr3yrs5yrs10yrs
Impax US Sustainable Economy Fund – Class A (Load)-0.963.83-2.133.4414.3413.2410.69

Performance after Sales Charge

(As of 03/31/2025)
Month End | Quarter End
Month End | Quarter End Average Annual Returns (%)
1m3mYTD1yr3yrs5yrs10yrs
Impax US Sustainable Economy Fund – Class A (Load)-11.43-10.92-10.92-3.135.0715.119.72

Risk Statistics

(As of 06/30/2025)
 3 – Year
3 – Year
Standard Deviation 16.27
Alpha -0.24
Beta 1.01
R-Squared 98
Standard Deviation 16.26
Alpha -0.24
Beta 1.01
R-Squared 98
Standard Deviation 16.25
Alpha -0.21
Beta 1.01
R-Squared 98

Morningstar Ratings

(As of 06/30/2025)
 Large BlendOverall3yrs5yrs10yrs
Impax US Sustainable Economy Fund – Investor Class Rating ★★ ★★ ★★ ★★
Impax US Sustainable Economy Fund – Class A Rating ★★ ★★ ★★ ★★
Impax US Sustainable Economy Fund – Institutional Class Rating ★★★ ★★★ ★★★ ★★★
  # In Peer Group 1265 1265 1161 894
Based on risk adjusted returns.

Lipper Rankings

(As of 06/30/2025)
 Multi-Cap Core1yr3yrs5yrs10yrs
Impax US Sustainable Economy Fund – Investor Class Percentile Rank 79 51 48 45
  Prime Rank 486 296 251 177
  # In Peer Group 622 585 528 398
Impax US Sustainable Economy Fund – Class A Percentile Rank 79 51 48 45
  Prime Rank 487 297 252 179
  # In Peer Group 622 585 528 398
Impax US Sustainable Economy Fund – Institutional Class Percentile Rank 76 50 43 40
  Prime Rank 472 288 224 156
  # In Peer Group 622 585 528 398
Based on total returns.

Net Asset Values

(As of 07/18/2025)
 N.A.V.% Change
Impax US Sustainable Economy Fund – Class A $24.32 -0.12
Impax US Sustainable Economy Fund – Institutional Class $25.75 -0.12
Impax US Sustainable Economy Fund – Investor Class $24.44 -0.16
Past performance does not guarantee future results.

Asset Allocation

(As of 06/30/2025)

Portfolio Statistics

(As of 06/30/2025)
 Value
Value
Assets (all share classes)$517,310,618
Number of Holdings (All)130
Turnover Ratio (06/30/2025)45

Top Sectors

(As of 06/30/2025)

Top Ten Holdings

(As of 06/30/2025)

Portfolio Management Team

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Risk Warning

Capital at risk. The value of investments may go up or down and is not guaranteed.