Fund Documents and Literature
|Click to download PDF||Prospectus||Statement of Additional Information||Annual Report||Semi Annual Report|
|Pax World Funds||PDF | XBRL|
|Pax Global Opportunities Fund||PDF | XBRL|
|Fund||Fact Sheet||Performance||Commentary||Quarterly Holdings||Proxy Voting Records|
|Pax Large Cap Fund||HTML||HTML||HTML|
|Pax Mid Cap Fund||HTML||HTML||HTML|
|Pax Small Cap Fund||HTML||HTML||HTML|
|Pax ESG Beta Quality Fund||HTML||HTML||HTML|
|Pax ESG Beta Dividend Fund||HTML||HTML||HTML|
|Pax Global Opportunities Fund||HTML||HTML|
|Pax Global Environmental Markets Fund||HTML||HTML||HTML|
|Pax Ellevate Global Women's Leadership Fund||HTML||HTML||HTML|
|Pax MSCI EAFE ESG Leaders Index Fund||HTML||HTML||HTML|
|Pax Core Bond Fund||HTML||HTML||HTML|
|Pax High Yield Bond Fund||HTML||HTML||HTML|
|Pax Balanced Fund||HTML||HTML||HTML|
|Click to Download PDF||Brochure Title|
|Pax Funds Overview Brochure|
|Pax Ellevate Global Women's Leadership Fund|
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.