Pax World Balanced Individual Inv (PAXWX)
| Prev Close: | 25.83 |
|---|
| YTD Return*: | 5.14% |
|---|
| Net Assets*: | 1.89B |
|---|
| Yield*: | 1.47% |
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* As of 31-Mar-13
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Quotes delayed, except where indicated otherwise. Currency in USD.
Reports
- No Reports available for PAXWX at this time.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| AMT | 3.08 | 0.62 |
| AAPL | 2.97 | -18.91 |
| EMC | 2.78 | -6.84 |
| QCOM | 2.35 | 7.10 |
| OKE | 2.35 | 14.20 |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 1.89B |
| Category: | Aggressive Allocation |
|---|
| Annual Report Expense Ratio (net): | 0.94% |
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Performance & Risk
| YTD Return: | 5.14% |
| 5y Avg Return: | 3.01% |
| Rank in Category (ytd): | 92 |
| % Rank in Category (ytd): | 20.09% |
| Beta (3y): | 1.29 |
| Morningstar Risk Rating: | 1 |
Fund Summary
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.
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