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
Christine Cappabianca
Morningstar Low Carbon Designation™‡

US Equity Large Cap Blend as of 5/31/25.
Based on 99% of AUM.
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 (%) | |||||||
---|---|---|---|---|---|---|---|---|
1m | 3m | YTD | 1yr | 3yrs | 5yrs | 10yrs | ||
Impax US Sustainable Economy Fund – Investor Class | 4.81 | 9.91 | 3.55 | 9.46 | 16.52 | 14.53 | 11.32 | |
Impax US Sustainable Economy Fund – Class A5 | 4.78 | 9.87 | 3.56 | 9.46 | 16.52 | 14.53 | 11.32 | |
Impax US Sustainable Economy Fund – Institutional Class | 4.80 | 9.96 | 3.69 | 9.75 | 16.80 | 14.82 | 11.60 | |
Russell 1000 Index | 5.06 | 11.11 | 6.12 | 15.66 | 19.59 | 16.30 | 13.35 |
Quarterly Total Returns
(As of 03/31/2025)
Month End | Quarter End
Month End | Quarter End | Average Annual Returns (%) | |||||||
---|---|---|---|---|---|---|---|---|
1m | 3m | YTD | 1yr | 3yrs | 5yrs | 10yrs | ||
Impax US Sustainable Economy Fund – Investor Class | -6.27 | -5.79 | -5.79 | 2.47 | 7.06 | 16.42 | 10.34 | |
Impax US Sustainable Economy Fund – Class A5 | -6.26 | -5.74 | -5.74 | 2.49 | 7.07 | 16.43 | 10.34 | |
Impax US Sustainable Economy Fund – Institutional Class | -6.24 | -5.70 | -5.70 | 2.72 | 7.33 | 16.71 | 10.62 | |
Russell 1000 Index | -5.79 | -4.49 | -4.49 | 7.82 | 8.65 | 18.47 | 12.18 |
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 (%) | |||||||
---|---|---|---|---|---|---|---|---|
1m | 3m | YTD | 1yr | 3yrs | 5yrs | 10yrs | ||
Impax US Sustainable Economy Fund – Class A (Load) | -0.96 | 3.83 | -2.13 | 3.44 | 14.34 | 13.24 | 10.69 |
Performance after Sales Charge
(As of 03/31/2025)
Month End | Quarter End
Month End | Quarter End | Average Annual Returns (%) | |||||||
---|---|---|---|---|---|---|---|---|
1m | 3m | YTD | 1yr | 3yrs | 5yrs | 10yrs | ||
Impax US Sustainable Economy Fund – Class A (Load) | -11.43 | -10.92 | -10.92 | -3.13 | 5.07 | 15.11 | 9.72 |
Risk Statistics
(As of 06/30/2025)
Large Blend | Overall | 3yrs | 5yrs | 10yrs | |
---|---|---|---|---|---|
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.
Multi-Cap Core | 1yr | 3yrs | 5yrs | 10yrs | |
---|---|---|---|---|---|
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.
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)