Pax World Funds is a family of mutual funds that seeks to invest in forward-thinking companies with sustainable business models. To identify these companies, we combine rigorous financial analysis with equally rigorous environmental, social and governance (ESG) analysis. The result, we believe, is an increased level of scrutiny that helps us construct investment portfolios made up of better-managed companies that are leaders in their industries, meet positive standards of corporate responsibility and are focused on the long term.

 

Effective May 1, 2017, the name of the Pax MSCI International ESG Index Fund changed to the Pax MSCI EAFE ESG Leaders Index 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.