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Impax Sustainable Allocation Inv (PAXWX)
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25.16 - YTD Return 4.65%
- Expense Ratio 0.65%
- Category Allocation--50% to 70% Equity
- Last Cap Gain 15.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 2.36B
- Beta (5Y Monthly) 1.02
- Yield 1.29%
- 5y Average Return --
- Holdings Turnover 7.00%
- Last Dividend 0.34
- Inception Date Apr 2, 2007
The adviser normally expects to invest approximately 50-75% of its assets in equity securities and 25-50% of its assets in debt securities (including but not limited to debt securities convertible into equity securities). The fund’s multi-asset ESG strategy is designed to achieve lower volatility by combining complementary investment approaches.
Impax Asset Management
Fund Family
Allocation--50% to 70% Equity
Fund Category
2.36B
Net Assets
2007-04-02
Inception Date
Performance Overview: PAXWX
Trailing returns as of 4/25/2024. Category is Allocation--50% to 70% Equity.
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Holdings: PAXWX
Top 9 Holdings (97.88% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorPAXWX
Technology 24.14%
Healthcare 14.82%
Financial Services 13.73%
Industrials 12.90%
Consumer Cyclical 8.59%
Communication Services 8.15%
Consumer Defensive 7.89%
Basic Materials 3.82%
Real Estate 3.70%
Utilities 2.19%
Energy 0.06%
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