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Impax Small Cap Institutional (PXSIX)

16.49 +0.12 (+0.73%)
At close: April 26 at 8:00 PM EDT

Fund Summary

The fund 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. It may invest no more than 25% of its assets in securities of non-U.S. issuers other than ADRs.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 43.64%
Worst 1Y Total Return --
Number of Years Up 11
Number of Years Down 4

Performance & Risk

YTD Return 1.41%
5y Average Return 6.57%
Rank in Category (ytd) 45
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
PXSIXCategory AveragePXSIXCategory AveragePXSIXCategory Average
Alpha -8.42 -0.09 -5.87 -0.06 -5.56 -0.06
BETA 1 0.01 1.03 0.01 0.99 0.01
Mean Annual Return 0.33 0.01 0.86 0.01 0.64 0.01
R-squared 80.68 0.83 78.45 0.77 75.14 0.78
Standard Deviation 19.47 0.26 21.34 0.21 17.24 0.19
Sharpe Ratio 0.05 0 0.38 0.01 0.36 0.01
Treynor Ratio -0.81 0.08 5.98 0.1 4.94 0.09

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