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Impax Sustainable Allocation Fund Investor Class (PAXWX)

US Funds

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26.71 -0.04 -0.15%

13/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 1.36B

Type: Fund

Market: United States

Asset Class: Equity

General
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PAXWX Holdings

Comprehensive information about top holdings and Key Holding Information for the Pax Balanced Individual Investor (PAXWX) fund. Our Pax Balanced Individual Investor portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	1.76	1.93	0.17
Shares	60.69	60.69	0.00
Bonds	37.44	37.44	0.00
Preferred	0.09	0.09	0.00
Other	0.01	0.01	0.00

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.99	18.52
Price to Book	3.15	3.16
Price to Sales	2.18	2.19
Price to Cash Flow	15.34	12.24
Dividend Yield	1.74	1.99
5 Years Earnings Growth	11.58	11.57

Sector Allocation

Name	Net %	Category Average
Technology	27.67	23.56
Healthcare	14.97	13.32
Financial Services	14.79	15.03
Industrials	12.17	10.41
Consumer Cyclical	7.60	9.80
Communication Services	7.13	7.29
Consumer Defensive	6.41	6.28
Real Estate	3.72	4.40
Basic Materials	2.75	3.44
Utilities	2.74	3.20
Energy	0.06	5.22

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 12

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Impax Large Cap Fund Institutional	-	41.13	-	-
Impax Core Bond Fund Institutional	-	33.36	-	-
Impax International Sust Econ Instl	-	4.95	-	-
Impax High Yield Bond Institutional	-	4.54	-	-
Impax Small Cap Institutional	-	4.08	-	-
Impax Global Opportunities Institutional	-	3.12	-	-
Impax Global Environmental Markets Instl	-	2.87	-	-
Impax Global Sustainable Infras Instl	-	2.74	-	-
Impax Ellevate Global Women's Ldr Instl	-	2.67	-	-

Top Equity Funds by Impax Asset Management

Name	Total Assets	YTD%	3Y%	10Y%
Pax Global Environmental Mrkts Inst	2.21B	8.72	0.73	8.67
Pax Large Cap Fund Institutional	1.31B	12.73	3.92	-
Pax MSCI International ESG Idx Inst	1.16B	9.08	2.32	5.33
Pax Balanced Institutional	958.94M	7.82	1.34	6.94
Pax Small Cap Institutional	605.18M	11.74	-0.44	6.70

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