PAXWX - Pax Balanced Individual Investor

Nasdaq - Nasdaq Delayed Price. Currency in USD
22.81
+0.11 (+0.48%)
At close: 8:00PM EDT
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Previous Close22.70
YTD Return6.81%
Expense Ratio (net)0.91%
CategoryAllocation--50% to 70% Equity
Last Cap Gain0.00
Morningstar Rating★★★★★
Morningstar Risk RatingAverage
Sustainability RatingN/A
Net Assets1.77B
Beta (3Y Monthly)1.02
Yield2.06%
5y Average ReturnN/A
Holdings Turnover12.00%
Last Dividend0.07
Average for CategoryN/A
Inception DateAug 10, 1971
  • How one investor avoided the PG&E bankruptcy
    MarketWatchlast month

    How one investor avoided the PG&E bankruptcy

    Investors may find it hard to overlook the irony that PG&E Corp., a California utility that ranked high on environmental, social and governance investing scorecards, may be the first corporate bankruptcy linked to climate change. PG&E filed for Chapter 11 bankruptcy protection due to significant potential liabilities for deadly 2017 and 2018 wildfires potentially tied to the utility’s equipment, though it isn’t clear how much the utility will have to pay.

  • Bet on These 3 Balanced Mutual Funds for High Returns
    Zacks5 months ago

    Bet on These 3 Balanced Mutual Funds for High Returns

    Below we will share with you three top-ranked balanced mutual funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy)

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