Pax World Women's Equity Ind Inv
30 Penhallow Street, Suite 400 Portsmouth NH 03801-3852
Map
Phone: 800-767-1729
| Category: | Large Growth | | Fund Family: | Pax World | | Net Assets: | 28.71M | | Year-to-Date Return: | 22.22% | | Yield: | 0.70% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Oct-93 |
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Sujatha Avutu
Lead Manager since
27-Mar-08 | | | Avutu is a managing director and senior portfolio manager with the Pax World Women?s Equity Fund since October 29, 2007. She had fifteen years of investment experience, with over eight years at Evergreen Investments, where she was Managing Director and lead Portfolio Manager for Evergreen Equity Income Fund. Avutu holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $250 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $50 | | 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 normally invests at least 80% of net assets (plus any borrowings for investment purposes) in equity securities. The fund applies sustainable investing criteria, emphasizing companies that promote gender equity through internal policies and programs, transparency regarding the effectiveness of those policies and programs, and accountability among employees to assure implementation and observance of the same. |
| Last Dividend
(22-Jun-09):
| 0.08 | | Last Cap Gain
(20-Jun-08):
| 0.60 | | Annual Holdings Turnover
| 78.00% | | Average for Category:
| 112.30% |
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| Expense | PXWEX | 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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1.23% Nasdaq 
0.09 (0.58%) 
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