Fund Literature

July 24, 2019

Pax Balanced Fund Commentary Q2 2019

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.
July 19, 2019

Pax Global Environmental Markets Fund Q2 2019 Update [Advisor Call]

In this advisor-only call, Portfolio Specialist Nicola Fritz discusses performance of the Pax Global Environmental Markets Fund in Q2 2019, current positioning and outlook and examples […]
July 19, 2019

Pax Ellevate Global Women’s Leadership Fund Commentary Q2 2019

Performance and Portfolio Update The Pax Ellevate Global Women’s Leadership Fund outperformed the MSCI World Index (World Index) in the second quarter. During the quarter, the […]
July 19, 2019

Pax ESG Beta Dividend Fund Commentary Q2 2019

Performance and Portfolio Update The Fund underperformed the benchmark Russell 1000 Index in the second quarter. The main drivers of the return difference were the style […]
July 19, 2019

Pax ESG Beta Quality Fund Commentary Q2 2019

Performance and Portfolio Update The Fund underperformed the benchmark Russell 1000 Index in the second quarter. The main drivers of the return difference were company specific, […]
July 18, 2019

Pax Global Environmental Markets 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 […]
July 18, 2019

Pax Large Cap Fund Commentary Q2 2019

Performance and Portfolio Update The Fund outperformed the S&P 500 Index† during the second quarter. Consistent with our bottom-up investment approach and typical performance attribution, performance […]
July 17, 2019

Pax Global Opportunities 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 […]