Posts featuring Peter Schwab, CFA® as author

July 24, 2019

Pax Balanced Fund Commentary Q2 2019

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

Pax High Yield Bond Fund Commentary Q2 2019

Performance and Portfolio Update The Pax High Yield Bond Fund modestly underperformed its benchmark in the second quarter. Negative credit selection in the Consumer Goods and […]
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 High Yield Bond Fund Commentary Q1 2019

Performance and Portfolio Update The Pax High Yield Bond Fund trailed its benchmark in the first quarter. Dovish Federal Reserve commentary helped ease concerns about a […]
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 High Yield Bond Fund Commentary Q4 2018

Performance and Portfolio Update The Pax High Yield Bond Fund trailed its benchmark by a small margin in the fourth quarter. Weakness in the equity markets […]
October 29, 2018

Pax Balanced Fund Commentary Q3 2018

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

Pax High Yield Bond Fund Commentary Q3 2018

Performance and Portfolio Update The Pax High Yield Bond Fund trailed its benchmark by a small margin in the third quarter. The high yield bond market […]
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 High Yield Bond Fund Commentary Q2 2018

Performance and Portfolio Update The Pax High Yield Bond Fund trailed its benchmark by 40 basis points (bps)† in the quarter. Portfolio holdings in the Consumer […]