PXWGX : Pax ESG Beta Quality Fund Individual Investor Class

PXWGX is a US Stocks Market Large Blend with HIGH fees.

PXWGX

Pax ESG Beta Quality Fund Individual Investor Class

FI Score

39 /100

Expense Ratio Rating

5 /10

Expense Rating

1 /10

Market Score

3 /10

Category Score

10 /10

Market Size

3 /10

39% FI Score
  • pxwgx
  • Mutual Fund
  • US Stocks
  • Large Blend

Pax ESG Beta Quality Fund Individual Investor Class

Expenses: 0.90% (Better than 0% of similar funds)

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

Fund Summary

The investment seeks long-term growth of capital. The fund invests primarily in large-capitalization domestic equity securities that the Adviser believes have strong Environmental, Social and Governance (ESG) profiles and that exhibit higher "quality" characteristics and reasonable valuations. It may invest a portion of its assets in securities of non-U.S. issuers, including emerging market investments and American Depositary Receipts ("ADRs"), but may invest no more than 25% of its assets in securities of non-U.S. issuers other than ADRs.

Largest Holdings

Amount Holding
4.56% Microsoft Corp
4.44% Apple Inc
3.45% Amazon.com Inc
3.12% Johnson & Johnson
2.77% Alphabet Inc A
2.73% Verizon Communications Inc
2.36% Allstate Corp
2.36% Texas Instruments Inc
2.16% Thermo Fisher Scientific Inc
2.13% Intel Corp
2.03% Merck & Co Inc
1.64% International Business Machines Corp
1.55% The Home Depot Inc
1.47% Cerner Corp
1.44% Landstar System Inc
1.42% Mastercard Inc A
1.41% AT&T Inc
1.35% United Rentals Inc
1.35% PepsiCo Inc
1.33% Aflac Inc
1.30% Procter & Gamble Co
1.25% NextEra Energy Inc
1.24% Roper Technologies Inc
1.23% Starbucks Corp
1.20% Comcast Corp Class A

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