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On May 7, 2019, the Funds' Board of Trustees voted to liquidate the assets of Pax Mid Cap Fund, effective July 15, 2019.

Documents and Literature

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

ADV Part 1 (12/27/2018) | ADV Part 2 (12/27/2018) | Pax Ellevate ADV (12/27/2018)

Effective February 26, 2018, the name of the Pax Ellevate Global Women's Index Fund changed to the 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.

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

Effective February 26, 2018, the name of the Pax Ellevate Global Women's Index Fund changed to the Pax Ellevate Global Women's Leadership Fund.

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.

1Mutual Fund Account Application - Individual Investor and Institutional ClassNew mutual fund account application for investing in the Individual Investor Class shares of the funds. Individual, Joint Tenants, Custodial UTMA, Trust, Non-Profit Organization and Corporation account options are available.PDF
2Mutual Fund Account Application - Class ANew mutual fund account application for investing in the Class A shares of the funds available through a financial representative. Individual, Joint Tenants, Custodial UTMA, Trust, Non-Profit Organization and Corporation account options are available.PDF
3Certification Regarding Beneficial Owners of Legal Entity CustomersMust be completed along with a new account application when opening an account for certain legal entities.PDF
4Transfer on Death FormRegister your non-retirement account as Transfer On Death (TOD) to provide named beneficiaries.PDF
5Shareholder Service FormAuthorize Telephone/Online Options, Add/Change Bank Information for Electronic Funds Transfer; Add/Change an Automatic Invest Plan; Update Dividend/Capital Gain Options; Update E-Delivery Options; Elect a Cost Basis Method.PDF
6Shareholder Mailing FormUpdate your E-Delivery options, add a recipient for duplicate statements, link accounts with different registrations to a single quarterly account statement and online Access User ID.PDF
7Transfer of Shares FormGive shares of your Pax World Mutual Fund account to an individual or an organization.PDF
8Mutual Fund Trading Authorization FormAllow someone other than the registered account owner(s) to have full trading authority.PDF
9Subsequent Investment SlipSend with an additional investment once you have established an account with Pax WorldPDF
10IRS Form W-9Certify your Tax ID/Social Security number or S Corporation/C Corporation statusPDF
11Global Citizen Program Contribution Form - Mercy CorpsUse this form if you are an existing Pax World shareholder and would like to join the Pax World Global Citizen Program and would like to earmark a portion of your dividends and/or capital gains as a contribution to Mercy Corps.PDF
12Name Change FormUpdate your legal name change.PDF
13Affidavit of DomicileUsed with additional documents to update an account in the event of the owner’s death.PDF
14Non-Retirement Redemption FormAuthorize a redemption from your Non-Retirement account.PDF
15Non-Retirement Account Transfer FormAuthorize the transfer of your Non-Retirement account from another mutual fund company directly to Pax World Mutual Funds.PDF
Click to Download PDFBrochure Title
Pax Funds Overview BrochurePax Funds Overview Brochure
PaxInvest In Her Brochure
 TitlePublished/RevisedDownload
Pax World Funds Engagement Report – 2019 imagePax World Funds Engagement Report – 20195/2019PDF
Pax World Funds Impact Report imagePax World Funds Impact Report5/2019PDF
Spotlight on Engagement: Gender Diversity imageSpotlight on Engagement: Gender Diversity3/2019PDF
Spotlight on Engagement: Climate Change imageSpotlight on Engagement: Climate Change3/2019PDF
Spotlight on Impact Investing imageSpotlight on Impact Investing3/2019PDF
Pax World’s Task Force on Climate-Related Financial Disclosure imagePax World’s Task Force on Climate-Related Financial Disclosure 10/2018PDF
Spotlight on ESG Criteria imageSpotlight on ESG Criteria9/2018PDF