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Pax Balanced Individual Investor

PAXWX
22.34
+0.04
+0.18%
5/27/2016
5 Years
  • Previous Close

    22.30

  • Net Assets

    1.60B

  • Yield

    0.85%

  • Front load

    None

  • Expenses

    0.87%

  • Category

    Allocation--50% to 70% Equity

  • Morningstar Risk

    Above Average

  • Morningstar Rating ★★★
Profile

Name of Issuer

Pax World

Fund Style

Open

Fund Manager

Nathan Moser

Investment Style

Large Growth

The investment seeks income and conservation of principal; as a secondary investment objective, the Balanced Fund seeks long-term growth of capital. The fund follows a sustainable investing approach, combining rigorous financial analysis with equally rigorous environmental, social and governance (ESG) analysis in order to identify investments. The adviser normally expects to invest approximately 60-75% of its assets in equity securities and approximately 25-40% of its assets in debt securities, though this allocation may vary somewhat depending on market conditions.

Purchase Information

Initial Purchase 1,000
Initial Purchase: IRA NA
Initial Purchase: AIP NA

Inception

8/10/1971

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