• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Up 0.01% Nasdaq Up 0.26%

    Pax World Balanced Individual Inv (PAXWX)

    23.65 Up 0.01(0.04%) Nov 25
    Prev Close:23.64
    YTD Return*:0.29%
    Net Assets*:1.89B

    * As of 31-Oct-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    Pax MSCI International ESG Idx Instl8.02N/A
    US Treasury Note 2.375%2.23N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.89B
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):0.91%

    Performance & Risk

    YTD Return:0.29%
    5y Avg Return:7.63%
    Rank in Category (ytd):52
    % Rank in Category (ytd):5.61%
    Beta (3y):1.08
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks to seek income and conservation of principal; as a secondary investment objective, the Balanced Fund 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 in order to identify investments. The adviser normally expects to invest approximately 60-75% of its assets in equity securities and approximately 25-40% of its assets in debt securities, though this allocation may vary somewhat depending on market conditions. View More
    Your browser doesn't support canvas
    Submit Feedback