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    Pax World Balanced Individual Inv (PAXWX)

    23.32 Down 0.20(0.85%) Jan 30
    Prev Close:23.52
    YTD Return*:8.00%
    Net Assets*:1.99B
    Yield*:0.85%

    * As of 31-Dec-14

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

    Top Holdings

    Symbol% AssetsYTD Return %
    AAPL2.64-0.95
    US Treasury Note 0.25%2.10-0.23
    BLK1.89-0.31
    UNH1.740.50
    BDX1.650.67

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.99B
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):0.91%

    Performance & Risk

    YTD Return:8.00%
    5y Avg Return:8.96%
    Rank in Category (ytd):30
    % Rank in Category (ytd):3.46%
    Beta (3y):1.10
    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. It 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
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