Pax World Growth Instl
30 Penhallo Street, Suite 400 Portsmouth NH 03801-3852
Map
Phone: 800-767-1729
| Category: | Large Growth | | Fund Family: | Pax World | | Net Assets: | 2.65M | | Year-to-Date Return: | 33.84% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Apr-07 |
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Anthony Trzcinka
Lead Manager since
01-Nov-06 | | | Trczinka has been associated with the Adviser for approximately 4 years. Prior to joining the Adviser, Trczinka spent over 3 years at AEW Capital Management as an assistant vice president. Trczinka has 10 years of investment experience and 14 years of overall finance experience. Trczinka holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $500,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $1,000 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| 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 (ESG) analysis in order to identify investments. It invests primarily in equity securities of companies that the Adviser believes have above-average growth prospects. The fund may invest up to 45% of its assets in securities of non-U.S. issuers, including American Depositary Receipts (?ADRs?). It may invest no more than 25% of its assets in securities of non-U.S. issuers, other than ADRs. The fund may utilize derivatives for hedging and for investment purposes. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(20-Jun-08):
| 0.25 | | Annual Holdings Turnover
| 51.00% | | Average for Category:
| 112.30% |
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| Expense | PWGIX | Category
Avg | | Total Expense Ratio: | %
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.62% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $670 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,047 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,062 |
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0.29% Nasdaq 
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