Posts featuring Nathan Moser, CFA® as author

November 14, 2018

Small Cap Q3 2018 Update [Advisor Webcast]

In this advisor-only webcast, Nathan Moser, CFA®, Portfolio Manager of the Pax Small Cap Fund, provides a review of 2017 and how that’s shaped his outlook for small cap in 2018.
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 Mid Cap Fund Commentary Q3 2018

Performance and Portfolio Update The Pax Mid Cap Fund underperformed the Russell Midcap Index in the third quarter. Portfolio holdings within Consumer Staples, Industrials, and Information […]
October 10, 2018

Pax Small Cap Fund Commentary Q3 2018

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.
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 Small Cap Fund Commentary Q2 2018

Performance and Portfolio Update The Pax Small Cap Fund underperformed the Russell 2000 Index in the second quarter. Portfolio holdings within Financials, Energy and Consumer Discretionary […]
July 24, 2018

Pax Mid Cap Fund Commentary Q2 2018

Performance and Portfolio Update The Pax Mid Cap Fund underperformed the Russell Midcap Index in the second quarter. Portfolio holdings within Energy, Real Estate and Financials […]
April 24, 2018

Pax Balanced Fund Commentary Q1 2018

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.
April 19, 2018

Pax Small Cap Fund Commentary Q1 2018

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.
April 19, 2018

Pax Mid Cap Fund Commentary Q1 2018

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