Yahoo
Nasdaq USD

Impax Sustainable Allocation Inv (PAXWX)

26.77 -0.23 (-0.85%)
At close: 8:07:18 AM EST
Chart Range Bar
Loading chart for PAXWX
  • Previous Close 27.00
  • YTD Return 3.95%
  • Expense Ratio 0.94%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 19.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Net Assets 1.84B
  • Beta (5Y Monthly) 0.95
  • Yield 1.86%
  • 5y Average Return --
  • Holdings Turnover 13.00%
  • Last Dividend 0.53
  • Inception Date Aug 10, 1971

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

1.84B

Net Assets

1971-08-10

Inception Date

Performance Overview

View More

Trailing returns as of 10/30/2026. Category is Allocation--50% to 70% Equity.

YTD Return

PAXWX
3.95%
Category
9.69%

1-Year Return

PAXWX
4.71%
Category
27.06%

3-Year Return

PAXWX
10.89%
Category
11.00%

5-Year Return

PAXWX
4.27%
Category
10.26%

People Also Watch

Holdings

View More

Sector Weightings

Recent News

View More

Research Reports

View More

Top Mutual Funds

Mobilize your Website
View Site in Mobile | Classic
Share by: