PAXWX : Pax Sustainable Allocation Fund Individual Investor Class

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).