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Impax Sustainable Allocation Fund Investor Class (PAXWX)

US Funds

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25.60 +0.01 +0.04%

09/05 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.27B

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PAXWX Holdings

Comprehensive information about top holdings and Key Holding Information for the Pax Balanced Individual Investor (PAXWX) fund. Our Pax Balanced Individual Investor portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	2.18	3.11	0.93
Shares	60.08	60.08	0.00
Bonds	37.64	37.64	0.00
Preferred	0.07	0.07	0.00
Other	0.03	0.03	0.00

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.06	18.51
Price to Book	2.98	3.19
Price to Sales	2.02	2.23
Price to Cash Flow	13.27	12.25
Dividend Yield	1.87	1.96
5 Years Earnings Growth	10.15	11.20

Sector Allocation

Name	Net %	Category Average
Technology	27.41	23.66
Financial Services	15.37	15.76
Healthcare	14.97	12.89
Industrials	11.73	10.19
Consumer Cyclical	8.25	10.02
Communication Services	6.82	7.51
Consumer Defensive	6.39	6.04
Real Estate	3.72	4.24
Utilities	2.76	3.26
Basic Materials	2.54	3.21
Energy	0.05	4.99

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 12

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Impax Large Cap Fund Institutional	-	39.95	-	-
Impax Core Bond Fund Institutional	-	34.10	-	-
Impax High Yield Bond Institutional	-	5.00	-	-
Impax International Sust Econ Instl	-	4.68	-	-
Impax Small Cap Institutional	-	4.64	-	-
Impax Global Opportunities Institutional	-	3.06	-	-
Impax Ellevate Global Women's Ldr Instl	-	2.83	-	-
Impax Global Environmental Markets Instl	-	2.83	-	-
Impax Global Sustainable Infras Instl	-	2.82	-	-

Top Equity Funds by Impax Asset Management

Name	Total Assets	YTD%	3Y%	10Y%
Pax Global Environmental Mrkts Inst	1.86B	-0.75	5.97	7.71
Pax MSCI International ESG Idx Inst	1.29B	12.39	10.43	5.47
Pax Large Cap Fund Institutional	943.87M	-6.73	5.52	-
Pax Balanced Institutional	926.18M	-1.59	4.40	6.49
Pax Small Cap Institutional	531.36M	-10.25	3.97	5.26

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