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Finance SearchTue, Nov 24, 2009, 9:20PM ET - U.S. Markets Closed.
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Nov 24: 20.28   0.00 (0.00%)  

Pax World Balanced (PAXWX)

PAX WORLD BALANCED FUND

Net Asset Value:20.28
Trade Time:Nov 24
Change: 0.00 (0.00%)
Prev Close:20.28
YTD Return*:15.53%
Net Assets*:1.77B
Yield*:1.92%

* As of 31-Oct-09

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Pax World Balanced (PAXWX)

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Fund Basics

Morningstar Overall Rating:
Total Assets:1.77B
Category:Moderate Allocation
Total Expense Ratio:0.95%
Fund Profile | Holdings

Performance & Risk

YTD Return:15.53%
5y Avg Return:1.83%
Rank in Category (ytd):811
% Rank in Category (ytd):66.97%
Beta (3y):1.07
Morningstar Risk Rating:Average
Performance Details | Risk Details

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 invests approximately 60% of assets in equities and 40% of assets in debt securities. The equity portion of portfolio may range from 50% to 75% and the debt portion of portfolio may range from 25% to 50%. The fund may invest up to 45% of assets in securities of foreign issuers, including American Depositary Receipts (?ADRs?). View More
Fund Profile

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