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Impax Sustainable Allocation Fund Investor Class (PAXWX)

US Funds

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26.81 +0.15 +0.56%

17/07 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.32B

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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	4.19	4.24	0.05
Shares	59.35	59.35	0.00
Bonds	36.33	36.33	0.00
Preferred	0.11	0.11	0.00
Other	0.04	0.04	0.00

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	20.55	18.60
Price to Book	3.44	3.22
Price to Sales	2.57	2.21
Price to Cash Flow	15.05	12.21
Dividend Yield	1.64	1.94
5 Years Earnings Growth	9.35	10.93

Sector Allocation

Name	Net %	Category Average
Technology	28.22	24.01
Financial Services	16.20	15.88
Healthcare	13.64	12.92
Industrials	12.35	10.18
Consumer Cyclical	7.80	9.98
Communication Services	6.12	7.52
Consumer Defensive	5.45	6.08
Real Estate	4.22	3.39
Basic Materials	3.00	3.18
Utilities	3.00	3.21

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 13

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Impax Core Bond Fund Institutional	-	32.10	-	-
Impax Large Cap Fund Institutional	-	31.69	-	-
Impax US Sustainable Economy Instl	-	7.19	-	-
Impax High Yield Bond Institutional	-	5.01	-	-
Impax International Sust Econ Instl	-	4.99	-	-
Impax Small Cap Institutional	-	4.67	-	-
Impax Global Opportunities Institutional	-	3.23	-	-
Impax Global Sustainable Infras Instl	-	3.00	-	-
Impax Global Environmental Markets Instl	-	2.99	-	-
Impax Ellevate Global Women's Ldr Instl	-	2.98	-	-

Top Equity Funds by Impax Asset Management

Name	Total Assets	YTD%	3Y%	10Y%
Pax Global Environmental Mrkts Inst	1.88B	10.66	14.12	8.90
Pax MSCI International ESG Idx Inst	1.36B	19.86	16.12	6.47
Pax Large Cap Fund Institutional	1.01B	5.48	13.01	-
Pax Balanced Institutional	981.12M	5.23	8.79	7.29
Pax Ellevate Global Womens Index Fu	568.86M	7.71	13.75	8.98

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