PAXIX : Pax Sustainable Allocation Fund Class Institutional

PAXIX is a Allocation Market All-In-One with LOW fees.

PAXIX

Pax Sustainable Allocation Fund Class Institutional

FI Score

84 /100

Expense Ratio Rating

10 /10

Expense Rating

10 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

84% FI Score
  • paxix
  • Mutual Fund
  • Allocation
  • All-In-One

Pax Sustainable Allocation Fund Class Institutional

Expenses: 0.05% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Fund Summary

The investment seeks income and conservation of principal; as a secondary investment objective, the Sustainable Allocation Fund seeks long-term growth of capital. The fund follows a multi-asset environmental, social and governance (ESG) strategy that invests in underlying funds that integrate ESG analysis into security selection and portfolio construction. The adviser normally expects to invest approximately 50-75% of its assets in equity securities and 25-50% of its assets in debt securities (including but not limited to debt securities convertible into equity securities).

Largest Holdings

Amount Holding
38.27% Pax Large Cap Fund Institutional
37.52% Pax Core Bond Fund Institutional
7.28% Pax MSCI EAFE ESG Leaders Index Instl
5.66% Pax ESG Beta Dividend Fund Institutional
2.38% Pax Small Cap Institutional
1.93% Pax Ellevate Glbl Women’s Ldrsp Inst
1.72% Pax Global Environmental Mrkts Instl
1.50% Pax Global Opportunities Institutional
1.20% Pax High Yield Bond Institutional

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