Open an Account

(Please note: online account opening is not available for Institutional Class shares; please select the “By Mail” tab for instructions.)

Before choosing a fund and share class for investment, you should consider which type of account is appropriate for your needs. Individual Investor Class shares of the Pax World Mutual Funds, including the Pax Ellevate Global Women’s Index Fund, may be purchased online in the following account types:

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It’s easy to invest with Pax World by opening an account online.

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  • Mutual Fund Account – Individual, Joint Tenant and Custodial UTMA
  • Retirement Account – Traditional IRA and Roth IRA
  • Coverdell Education Savings Account

The following account types can only be opened by downloading and completing then mailing an application. If you are interested in opening one of the account types below, please select the “By Mail” tab above to access the appropriate forms and documents:

  • Mutual Fund Account – Trust, Non-Profit Organization and Corporation
  • Retirement Account – SEP IRA, SIMPLE IRA and Rollovers

If you have any questions about the type of accounts we offer or opening an account, please contact Shareholder Services at 800.767.1729, Monday through Friday from 9:00am-5:30pm Eastern Time.

Upon receipt of your completed online application and initial purchase authorization, Pax World will mail you a confirmation with your account number and the number of shares purchased.

Pax World Mutual Funds, including the Pax Ellevate Global Women’s Index Fund, are also available through many retail brokerage firms such as Charles Schwab, Fidelity Investments, E*TRADE and TD Ameritrade. You may also purchase our funds through your investment advisor.

Important Notice for Investors:
All accounts in Class A shares, which are available in the ESG Beta Quality, Small Cap, High Yield Bond and Global Environmental Markets funds must be opened through an investment advisor, approved broker/dealer or other financial intermediary.

Important Notice for Non-U.S. Investors:
Shares of Pax World mutual funds are offered for sale only in the United States. We can mail prospectuses and other information only to addresses in the United States. Information contained within this site is not an offer to sell or a solicitation or offer to buy any security, nor shall any security be offered to any person, in any state, country, or other jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of any such state, country or other jurisdiction.

Select an Account
Before choosing a fund and share class for investment, you should consider which type of account is appropriate for your needs. Pax World Mutual Funds, including the Pax Ellevate Global Women’s Index Fund, offers a full range of retirement and regular investment accounts, including (please select one):

If you have any questions about the type of accounts we offer or opening an account, please contact Shareholder Services at 800.767.1729, Monday through Friday from 9:00am-5:30pm Eastern Time.

Upon receipt of your completed application and initial purchase check, Pax World will mail you a confirmation with your account number and the number of shares purchased.

Pax World Mutual Funds, including the Pax Ellevate Global Women’s Index Fund,  are also available through many retail brokerage firms such as Charles Schwab, Fidelity Investments, E*TRADE, and TD Ameritrade. You may also purchase our funds through your investment advisor.

Important Notice for Investors:
All accounts in Class A shares, which are available in the ESG Beta Quality, Small Cap, High Yield Bond and Global Environmental Markets funds must be opened through an investment advisor, approved broker/dealer or other financial intermediary.
Important Notice for Non-U.S. Investors:
Shares of Pax World mutual funds are offered for sale only in the United States. We can mail prospectuses and other information only to addresses in the United States. Information contained within this site is not an offer to sell or a solicitation or offer to buy any security, nor shall any security be offered to any person, in any state, country, or other jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of any such state, country, or other jurisdiction.