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Pax U.S. Sustainable Economy Investor Class (PXWGX)

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28.04-0.04 (-0.14%)
As of 8:06AM EDT. Market open.

Pax U.S. Sustainable Economy Investor Class

Pax World Funds Series Trust I

30 Penhallow Street, Suite 400

Portsmouth, NH 03801-3852

800-372-7827
Management Information
Scott LaBreche,Lead Manager since January 31, 2021
Scott LaBreche is Director, Portfolio Analytics & Index Strategy Optimization at Impax Asset Management LLC and a Portfolio Manager of the Impax Ellevate Global Women’s Leadership Strategy and the Impax MSCI EAFE ESG Leaders Index Strategy. Across all Pax World Funds, Scott is responsible for fund research, quantitative ESG research, advanced analytics, risk oversight, fund optimization and board reporting, as well as overseeing performance and attribution. Prior to joining the firm in 2007, Scott was a Securities Fund Analyst at Lincoln Financial Group. He has been in the mutual fund industry since 1999. Scott holds a Bachelor of Science in Business Administration and a Masters of Business Administration with Advanced Certificate in Finance from Southern New Hampshire University.
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.

Fund Overview

CategoryLarge Blend
Fund FamilyPax World
Net Assets293.57M
YTD Return20.01%
Yield0.72%
Morningstar Rating★★★
Inception DateJun 10, 1997

Fund Operations

Last Dividend0.11
Last Cap Gain0.00
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

ExpensePXWGXCategory Average
Annual Report Expense Ratio (net)0.70%0.83%
Prospectus Net Expense Ratio0.70%N/A
Prospectus Gross Expense Ratio0.90%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales LoadN/A5.16%
Max Deferred Sales LoadN/A1.31%
3 Yr Expense Projection224N/A
5 Yr Expense Projection437N/A
10 Yr Expense Projection1,049N/A