Pax World Balanced Individual Inv (PAXWX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|US Treasury Note 0.25%||2.05||-2.91|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.91%|
Performance & Risk
|5y Avg Return:||12.66%|
|Rank in Category (ytd):||66|
|% Rank in Category (ytd):||15.24%|
|Morningstar Risk Rating:||2|
The investment seeks income and conservation of principal, and long term growth of capital is the secondary objective.
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 expects to invest approximately 60-75% of its assets in equity securities and approximately 25-40% of its assets in debt securities. The fund may invest up to 45% of its assets in securities of non-U.S. issuers, but may invest no more than 25% of its assets in securities of non-U.S. issuers other than ADRs. View More