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Pax World Balanced Individual Inv (PAXWX)

24.64 Up 0.18(0.74%) Apr 16
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Prev Close:24.46
YTD Return*:1.14%
Net Assets*:1.98B
Yield*:0.75%

* As of 31-Mar-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Top Holdings

Symbol% AssetsYTD Return %
BDX2.436.62
US Treasury Note 0.25%2.05-2.91
AAPL2.04-0.32
MS1.820.74
BLK1.780.55

Fund Basics

Morningstar Overall Rating:
Total Assets:1.98B
Category:Aggressive Allocation
Annual Report Expense Ratio (net):0.91%

Performance & Risk

YTD Return:1.14%
5y Avg Return:12.66%
Rank in Category (ytd):66
% Rank in Category (ytd):15.24%
Beta (3y):1.27
Morningstar Risk Rating:2

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. View More
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