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Impax Sustainable Allocation Inv (PAXWX)

26.79 +0.02 (+0.07%)

At close: November 2 at 6:48:26 PM EST

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Previous Close 26.77
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

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%

PXWGX Impax US Sustainable Economy Investor

28.67 -0.52%

PAXHX Impax High Yield Bond Investor

5.91 +0.17%

DSEFX Domini Impact Equity Investor

40.71 -0.27%

NBSRX Neuberger Quality Equity Inv

62.31 -0.32%

PORTX Trillium ESG Global Equity Investor

59.70 +0.07%

Sector Weightings

Sector PAXWX

Technology 33.67%

Financial Services 16.49%

Healthcare 13.14%

Industrials 11.68%

Consumer Cyclical 6.18%

Communication Services 5.63%

Utilities 4.88%

Basic Materials 3.10%

Real Estate 2.99%

Consumer Defensive 2.22%

Energy 0.00%

U.S. markets closed

Impax Sustainable Allocation Inv (PAXWX)

0.15%

0.04%

0.22%

2.68%

-4.76%

-10.31%

20.62%

187.14%

Impax Sustainable Allocation Inv Overview Impax Asset Management / Allocation--50% to 70% Equity

Fund Family

Fund Category

Net Assets

Inception Date

Performance Overview

YTD Return

1-Year Return

3-Year Return

5-Year Return

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Sector Weightings

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