Fund Literature

January 17, 2020

Pax Global Environmental Markets Fund
Commentary Q4 2019

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.
January 17, 2020

Pax Global Opportunities Fund
Commentary Q4 2019

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.
January 17, 2020

Pax Ellevate Global Women’s Leadership Fund Commentary Q4 2019

Performance and Portfolio Update In the fourth quarter, the Pax Ellevate Global Women’s Leadership Fund Institutional share class (PXWIX)1 trailed the MSCI World Index (World Index), […]
January 17, 2020

Pax Core Bond Fund Commentary Q4 2019

Performance and Portfolio Update The Pax Core Bond Fund underperformed the Bloomberg Barclays U.S. Aggregate in the fourth quarter. The Fund’s corporate bonds were the largest […]
January 16, 2020

Pax High Yield Bond Fund Commentary Q4 2019

Performance and Portfolio Update The Pax High Yield Bond Fund modestly underperformed its benchmark in the fourth quarter. The underperformance was primarily due to negative performance […]
January 10, 2020

Pax Small Cap Fund Commentary Q4 2019

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.
November 15, 2019

Why Invest Internationally in Companies with Strong ESG Practices?

By looking eastward, U.S. investors could find a sustainability advantage that provides diversified international equity exposure.
November 6, 2019

The Expanding Universe of Fixed Income Impact Investments

As sustainable bond markets expand into new sectors and across more impact themes, so does the portfolio construction playbook and the ability to add value through ESG due diligence. In this article, we cover our ESG fixed income approach and provide examples of impact options that we’ve invested in and some that we’ve avoided.
October 30, 2019

Pax Global Environmental Markets Fund Q3 2019 Update [Advisor Call]

In this advisor-only call, Portfolio Specialist Nicola Fritz discusses performance of the Pax Global Environmental Markets Fund in Q3 2019, current positioning and outlook and specific […]
October 18, 2019

Pax ESG Beta Quality Fund Commentary Q3 2019

Performance and Portfolio Update The Fund outperformed the benchmark Russell 1000 Index in the third quarter. The main drivers of the return difference were the factors […]