Posts featuring Anthony Trzcinka, 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 18, 2019

Pax Core Bond Fund Commentary Q2 2019

Performance and Portfolio Update The Pax Core Bond Fund slightly underperformed the Bloomberg Barclays U.S. Aggregate Bond Index in the second quarter. The Fund’s corporate bond […]
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 Core Bond Fund Commentary Q1 2019

Performance and Portfolio Update The Pax Core Bond Fund underperformed the Bloomberg Barclays U.S. Aggregate Bond Index in the first quarter. Security selection within the Corporate […]
February 5, 2019

Pax Balanced Fund Q4 2018 Update [Advisor Call]

In this advisor-only call, CIO Steve Falci, CFA® provides an update on the strategy and positioning of the Pax Balanced Fund and Portfolio Manager Tony Trzcinka, […]
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 Core Bond Fund Commentary Q4 2018

Performance and Portfolio Update The Pax Core Bond Fund trailed the Bloomberg Barclays U.S. Aggregate by a small margin in the fourth quarter. The main driver […]
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 Core Bond Fund Commentary Q3 2018

Performance and Portfolio Update The Pax Core Bond Fund underperformed the Bloomberg Barclays U.S. Aggregate Bond Index in the third quarter. The main driver of underperformance […]
July 24, 2018

Pax Balanced Fund Commentary Q2 2018

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