Fund Documents and Literature

Click to download PDFProspectusStatement of Additional InformationAnnual ReportSemi Annual Report
Pax World FundsPDF | XBRLPDFPDFPDF

ADV Part 1 (3/17/2017) | ADV Part 2 (3/16/2017) | Pax Ellevate ADV (3/15/2017)

 

Fund Literature

FundFact SheetPerformanceCommentaryQuarterly HoldingsProxy Voting Records
Pax Large Cap FundPDFHTMLPDFPDFHTML
Pax Mid Cap FundPDFHTMLPDFPDFHTML
Pax Small Cap FundPDFHTMLPDFPDFHTML
Pax ESG Beta Quality FundPDFHTMLPDFPDFHTML
Pax ESG Beta Dividend FundPDFHTMLPDFPDFHTML
Pax MSCI EAFE ESG Leaders Index FundPDFHTMLPDFPDFHTML
Pax Ellevate Global Women's Index FundPDFHTMLPDFPDFHTML
Pax Global Environmental Markets FundPDFHTMLPDFPDFHTML
Pax Balanced FundPDFHTMLPDFPDFHTML
Pax Core Bond FundPDFHTMLPDFPDFHTML
Pax High Yield Bond FundPDFHTMLPDFPDFHTML

 

Brochures

Click to Download PDFBrochure Title
Partnering with PaxThe Value of Partnering With Pax World
Pax Funds Overview BrochureSustainable Investing
GEM BrochurePax Global Environmental Markets Fund
PaxPax Ellevate Global Women's Index Fund
Gender Lens Investing BrochureGender Lens Investing

On February 23, 2017, the Board of Trustees of Pax World Funds Series Trust I voted to close the Class R shares of the Pax World Funds as of May 1, 2017. On May 1, 2017 all Class R shares were automatically converted into Individual Investor Class shares of the same Fund.

On November 21, 2016, the Funds’ Board of Trustees voted to liquidate the assets of Pax Sustainable Managers Capital Appreciation Fund and Pax Sustainable Managers Total Return Fund, effective February 15, 2017.

Effective June 30, 2016 the Pax Growth Fund (the Predecessor Fund) was renamed the Pax ESG Beta Quality Fund (the Fund). The Predecessor Fund is treated as the survivor of the renaming for accounting and performance reporting purposes. Accordingly, all performance and other information shown for the Fund for periods prior to 6/30/2016 is that of the Predecessor Fund.