Documents & Forms

Prospectuses, Supplements & Applications
Retirement Account Applications & Agreements
IRA & SEP IRA
Roth IRA
Coverdell Education Savings Account (ESA)
SIMPLE IRA
403(b)(7)
Shareholder Forms
Annual Reports, Semi-Annual Reports & Portfolio Holdings
Statements of Additional Information
Proxy Voting Records
Tax Information
Notices – E-Delivery Recipients


                             

Prospectuses, Supplements & Applications in PDF Format
You must have read/received the appropriate prospectus(es) and agreement(s) before downloading the below applications.  

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Retirement Account Applications & Agreements in PDF Format:
You must have read/received the appropriate prospectus(es) and agreement(s) before downloading the below applications.  

IRA & SEP IRA:

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Roth IRA:

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Coverdell Educations Savings Account (ESA):

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SIMPLE IRA:

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403(b)(7)

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Shareholder Forms  

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Annual Reports, Semi-Annual Reports & Portfolio Holding Reports  

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Statements of Additional Information  

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Proxy Voting Records 

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Tax Information

 

 

 

  • 2007 Tax Information: Important Tax Information for Pax World Shareholders regarding Qualified Dividend Income and Pass-Through Exemptions.

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Notices – E-Deliver Recipients

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The Pax World High Yield Fund and the Pax World Money Market Fund do not currently own any voting securities. Should either Fund’s investment portfolio include voting securities in the future, proxy votes for such securities will be posted to this web site.