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Impax Sustainable Allocation Fund Class Institutional (PAXIX)

US Funds

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28.64 -0.03 -0.10%

14/11 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.02B

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PAXIX Holdings

Comprehensive information about top holdings and Key Holding Information for the Pax Balanced Institutional (PAXIX) fund. Our Pax Balanced Institutional 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	3.65	3.85	0.20
Shares	60.74	60.74	0.00
Bonds	35.48	35.48	0.00
Preferred	0.10	0.10	0.00
Other	0.03	0.03	0.00

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	20.39	19.05
Price to Book	3.61	3.33
Price to Sales	2.98	2.34
Price to Cash Flow	15.77	12.69
Dividend Yield	1.50	1.88
5 Years Earnings Growth	9.23	10.76

Sector Allocation

Name	Net %	Category Average
Technology	30.13	25.01
Financial Services	16.05	15.71
Industrials	13.00	10.21
Healthcare	12.04	12.22
Consumer Cyclical	9.03	10.03
Communication Services	6.62	7.89
Real Estate	3.84	3.32
Consumer Defensive	3.70	5.94
Basic Materials	2.81	3.19
Utilities	2.77	3.26

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 Large Cap Fund Institutional	-	33.50	-	-
Impax Core Bond Fund Institutional	-	31.13	-	-
Impax US Sustainable Economy Instl	-	7.37	-	-
Impax High Yield Bond Institutional	-	4.95	-	-
Impax Small Cap Institutional	-	4.90	-	-
Impax International Sust Econ Instl	-	4.78	-	-
Impax Global Opportunities Institutional	-	3.05	-	-
Impax Global Environmental Markets Instl	-	2.97	-	-
Impax Ellevate Global Women's Ldr Instl	-	2.93	-	-
Impax Global Sustainable Infras Instl	-	2.77	-	-

Top Equity Funds by Impax Asset Management

Name	Total Assets	YTD%	3Y%	10Y%
Pax Global Environmental Mrkts Inst	1.65B	15.43	14.99	9.99
Pax MSCI International ESG Idx Inst	1.44B	25.06	20.38	7.33
Pax Balanced Individual Investor	1.36B	11.16	11.16	7.63
Pax Large Cap Fund Institutional	936M	15.07	15.98	-
Pax Small Cap Institutional	615.67M	8.23	11.14	7.75

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