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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.54 | 1.64 | 0.10 |
Shares | 98.47 | 98.47 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.41 | 19.98 |
Price to Book | 3.57 | 3.86 |
Price to Sales | 2.48 | 2.56 |
Price to Cash Flow | 14.97 | 13.66 |
Dividend Yield | 1.62 | 1.58 |
5 Years Earnings Growth | 10.84 | 10.94 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.91 | 27.78 |
Financial Services | 15.49 | 15.01 |
Healthcare | 14.11 | 12.64 |
Consumer Cyclical | 10.46 | 10.32 |
Industrials | 7.58 | 9.62 |
Communication Services | 7.45 | 8.44 |
Consumer Defensive | 6.02 | 6.33 |
Real Estate | 4.72 | 2.32 |
Utilities | 1.66 | 2.78 |
Basic Materials | 1.60 | 2.38 |
Number of long holdings: 50
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.65 | 460.36 | +0.37% | |
NVIDIA | US67066G1040 | 7.09 | 135.13 | -2.92% | |
Alphabet A | US02079K3059 | 5.15 | 171.74 | -0.07% | |
eBay | US2786421030 | 3.16 | 73.17 | +0.59% | |
Apple | US0378331005 | 3.08 | 200.85 | +0.45% | |
Visa A | US92826C8394 | 2.75 | 365.19 | +0.77% | |
Oracle | US68389X1054 | 2.46 | 165.53 | +1.61% | |
P&G | US7427181091 | 2.40 | 169.89 | +0.79% | |
JPMorgan | US46625H1005 | 2.34 | 264.00 | -0.14% | |
Merck&Co | US58933Y1055 | 2.25 | 76.84 | +0.58% |
Name | Rating | 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 Balanced Individual Investor | 1.27B | -1.67 | 4.14 | 6.22 | ||
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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