PXSCX : Pax Small Cap Fund Individual Investor Class

PXSCX is a US Stocks Market Small Blend with HIGH fees.

PXSCX

Pax Small Cap Fund Individual Investor Class

FI Score

39 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

39% FI Score
  • pxscx
  • Mutual Fund
  • US Stocks
  • Small Blend

Pax Small Cap Fund Individual Investor Class

Expenses: 1.20% (Better than 0% of similar funds)

This is a bad choice for a Small Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term growth of capital. The fund follows a sustainable investing approach, combining rigorous financial analysis with equally rigorous environmental, social and governance analysis in order to identify investments. It invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of companies that, when purchased, have capitalizations within the range of the Russell 2000 Index as measured by market capitalization. The fund may invest up to 45% of its assets in securities of non-U.S. issuers. It may invest no more than 25% of its assets in securities of non-U.S. issuers other than ADRs.

Largest Holdings

Amount Holding
5.41% Victory Capital Holdings Inc Class A
4.80% HomeTrust Bancshares Inc
4.22% Natus Medical Inc
4.14% Meridian Bancorp Inc
3.18% Maple Leaf Foods Inc
2.90% White Mountains Insurance Group Ltd
2.74% Coherus BioSciences Inc
2.73% Ligand Pharmaceuticals Inc
2.64% ONE Gas Inc
2.61% Ciena Corp
2.17% CatchMark Timber Trust Inc Class A
2.16% Clarivate PLC Ordinary Shares
2.09% Neurocrine Biosciences Inc
1.98% Comfort Systems USA Inc
1.97% EMCOR Group Inc
1.93% Livongo Health Inc
1.90% Horizon Therapeutics PLC
1.86% Thermon Group Holdings Inc
1.80% RealPage Inc
1.78% Flex Ltd
1.73% Univest Financial Corp
1.72% CubeSmart
1.65% Integra Lifesciences Holdings Corp
1.64% TechTarget Inc
1.62% CenterState Bank Corp

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