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Impax US Sustainable Economy Instl (PWGIX)

24.85 +0.02 (+0.08%)
At close: 8:00 PM EDT

Fund Summary

The Adviser follows a sustainable investing approach, investing in companies that the Adviser believes are well positioned to benefit from the transition to a more sustainable economy, integrating environmental, social and governance (ESG) analysis into portfolio construction and managing the portfolio within certain risk parameters relative to the fund’s benchmark universe of Russell 1000 Index companies. Under normal market conditions, the fund invests at least 80% of its net assets in large-capitalization U.S. equity securities.

Impax US Sustainable Economy Instl

Portsmouth, NH 03801-3852
30 Penhallow Street, Suite 400

Fund Overview

Category Large Blend
Fund Family Impax Asset Management
Net Assets 316.55M
YTD Return 10.79%
Yield 0.47%
Morningstar Rating
Inception Date Apr 02, 2007

Fund Operations

Last Dividend 0.13
Last Cap Gain 16.00
Holdings Turnover 43.00%
Average for Category --

Fees & Expenses

Expense PWGIX Category Average
Annual Report Expense Ratio (net) 0.45% 0.84%
Prospectus Net Expense Ratio 0.45% --
Prospectus Gross Expense Ratio 0.63% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.18%
Max Deferred Sales Load -- 1.28%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Christine Cappabianca is a Portfolio Manager of the Global Women’s Fund, the Global Sustainable Infrastructure Fund, the U.S. Sustainable Economy Fund and the International Sustainable Economy Fund. Christine joined IAM in 2021. Prior to joining the Adviser, Ms. Cappabianca spent 14 years with BNY Mellon Investment Management, where she held several positions, most recently as senior quantitative research analyst and portfolio manager for the firm’s Internet of Things, Blockchain Innovation, U.S. Manufacturing and Smart Cures Innovation thematic strategies. She also served as the ESG data expert on Mellon’s ESG Council. Ms. Cappabianca has a Bachelor of Arts in Economics from Harvard University and a Master of Science in Investment Management from Boston University. She holds the Sustainability Accounting Standards Board Fundamentals of Sustainability Accounting Credential.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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