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    Pax World Small Cap Individual Inv (PXSCX)

    14.34 Down 0.04(0.28%) Mar 5
    Prev Close:14.34
    YTD Return*:3.45%
    Net Assets*:281.68M
    Yield*:0.70%

    * As of 28-Feb-15

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

    Headlines

    • No Headlines available for PXSCX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    HOLX3.9622.21
    CFFN3.62-1.21
    BABY3.61-1.97
    ISBC2.963.70
    UBNK2.88-12.47

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:281.68M
    Category:Small Blend
    Annual Report Expense Ratio (net):1.24%

    Performance & Risk

    YTD Return:3.45%
    5y Avg Return:17.07%
    Rank in Category (ytd):17
    % Rank in Category (ytd):2.15%
    Beta (3y):0.88
    Morningstar Risk Rating:1

    Fund Summary

    The investment seeks long-term growth of capital. The fund follows a sustainable investing approach, combining rigorous financial analysis with equally rigorous environmental, social and governance analysis in order to identify investments. It invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of companies that, when purchased, have capitalizations within the range of the Russell 2000 Index as measured by market capitalization. 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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