Pax World Global Green Individual Inv
30 Penhallow Street, Suite 400Portsmouth NH 03801-3852
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Phone: 800-767-1729
| Category: | World Stock | | Fund Family: | Pax World | | Net Assets: | 18.85M | | Year-to-Date Return: | -4.95% | | Yield: | 0.95% | | Morningstar Rating: | N/A | | Fund Inception Date: | 27-Mar-2008 |
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Bruce Jenkyn-Jones
Lead Manager since
27-Mar-2008 | | | Mr. Jenkyn-Jones has been responsible for the management of the Global Green Fund since its inception in 2008 and has been a portfolio manager with Impax since 1999. He has an MSc from Oxford, an MSc from Imperial, and an MBA from IESE. |
| 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. It invests primarily in equity securities of companies located around the world, including at least 40% of net assets in securities of non-U.S. issuers. The fund invests in environmental marketsâcompanies whose businesses and technologies focus mitigating the environmental impacts of commerce, including such areas as alternative energy and energy efficiency; water treatment and pollution control; and waste technology and resource management.
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| Last Dividend
(22-Dec-09):
| 0.06 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
(18-Mar-10):
| 28.00% | | Average for Category:
| 107.12% |
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| Expense | PGRNX | Category
Avg | | Total Expense Ratio: | 1.40%
| 1.53% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.38% | | Max Deferred Sales Load: | %
| 2.51% | | 3 Yr Expense Projection*: |
$ 443 | $75 | | 5 Yr Expense Projection*: |
$ 1,816 | $120 | | 10 Yr Expense Projection*: |
$ 5,100 | $237 |
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0.35% Nasdaq 
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