Posts featuring Andrew Braun as author

April 23, 2019

Pax Balanced Fund Commentary Q1 2019

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.
April 17, 2019

Pax Large Cap Fund Commentary Q1 2019

Performance and Portfolio Update The Fund underperformed the S&P 500 Index† slightly in the first quarter. Contrary to prior quarters, the Fund’s performance relative to the […]
January 22, 2019

Pax Balanced Fund Commentary Q4 2018

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.
January 16, 2019

Pax Large Cap Fund Commentary Q4 2018

Performance and Portfolio Update The Pax Large Cap Fund underperformed the S&P 500 Index† in the fourth quarter. The Fund’s cyclical holdings were particularly hard hit […]
November 16, 2018

Pax Balanced Fund: Q3 2018 Allocation and Performance Update [Advisor Webcast]

Gender lens investing is gaining momentum – and for good reason. Research shows that integrating a gender lens into investment decisions can yield positive financial returns and help close the gender gap.
October 29, 2018

Pax Balanced Fund Commentary Q3 2018

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.
October 23, 2018

Pax Large Cap Fund Commentary Q3 2018

Performance and Portfolio Update The Pax Large Cap Fund outperformed the S&P 500 Index† during the third quarter, with stock selection driving the outperformance. The S&P […]
July 24, 2018

Pax Balanced Fund Commentary Q2 2018

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.
July 24, 2018

Pax Large Cap Fund Commentary Q2 2018

Performance and Portfolio Update The Pax Large Cap Fund slightly underperformed the S&P 500 Index† during the second quarter, with stock selection and sector allocation detracting […]
April 24, 2018

Pax Balanced Fund Commentary Q1 2018

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.