Fund Literature

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 31, 2019

Pax Global Environmental Markets Fund Q4 2018 Update [Advisor Call]

In this advisor-only call, Portfolio Specialist Nicola Fritz discusses performance of the Pax Global Environmental Markets Fund in Q4 and throughout 2018, current portfolio positioning and […]
January 22, 2019

Pax Ellevate Global Women’s Leadership Fund Commentary Q4 2018

Performance and Portfolio Update The Pax Ellevate Global Women’s Leadership Fund outperformed the MSCI World Index (World Index) in the fourth quarter. Global equities, as measured […]
January 22, 2019

Pax Balanced Fund Commentary Q4 2018

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.
January 22, 2019

Pax MSCI EAFE ESG Leaders Index Fund Commentary Q4 2018

Performance and Portfolio Update The Pax MSCI EAFE ESG Leaders Index Fund outperformed the MSCI EAFE Index in the fourth quarter of 2018. The MSCI EAFE […]
January 18, 2019

Pax Mid Cap Fund Commentary Q4 2018

Performance and Portfolio Update The Pax Mid Cap Fund outperformed the Russell Midcap Index in the fourth quarter. Portfolio holdings within Materials, Industrials and Financials were […]
January 18, 2019

Pax ESG Beta Quality Fund Commentary Q4 2018

Performance and Portfolio Update The Pax ESG Beta Quality Fund outperformed the benchmark Russell 1000 Index in the fourth quarter. The main drivers of the return […]
January 18, 2019

Pax ESG Beta Dividend Fund Commentary Q4 2018

Performance and Portfolio Update The Pax ESG Beta Dividend Fund outperformed the benchmark Russell 1000 Index in the fourth quarter of 2018. The main drivers of […]
January 16, 2019

Pax Global Opportunities 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 […]