Pax World Balanced Individual Inv (PAXWX)
* As of 30-Apr-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Pax MSCI International ESG Idx Instl||2.94||3.87|
|US Treasury Note 2.375%||2.15||-3.83|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.91%|
Performance & Risk
|5y Avg Return:||8.56%|
|Rank in Category (ytd):||93|
|% Rank in Category (ytd):||9.71%|
|Morningstar Risk Rating:||4|
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