Commentary

November 2, 2018

Pax ESG Beta Quality Fund Commentary Q3 2018

Performance and Portfolio Update The Pax ESG Beta Quality Fund trailed the benchmark Russell 1000 Index in the third quarter by a small margin. The main […]
November 2, 2018

Pax ESG Beta Dividend Fund Commentary Q3 2018

Performance and Portfolio Update The Pax ESG Beta Dividend Fund outperformed the benchmark Russell 1000 Index in the third quarter. The main drivers of the return […]
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 […]
October 24, 2018

Pax Ellevate Global Women’s Leadership Fund Commentary Q3 2018

Performance and Portfolio Update The Pax Ellevate Global Women’s Leadership Fund outperformed the MSCI World Index (World Index) in the third quarter. Stock selection in Financials […]
October 23, 2018

Pax Mid Cap Fund Commentary Q3 2018

Performance and Portfolio Update The Pax Mid Cap Fund underperformed the Russell Midcap Index in the third quarter. Portfolio holdings within Consumer Staples, Industrials, and Information […]
October 23, 2018

Pax Global Environmental Markets Fund
Commentary Q3 2018

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October 23, 2018

Pax MSCI EAFE ESG Leaders Index Fund Commentary Q3 2018

Performance and Portfolio Update The Pax MSCI EAFE ESG Leaders Index Fund outperformed the MSCI EAFE Index in the third quarter. The MSCI EAFE Index posted […]
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 […]
October 23, 2018

Pax Global Opportunities Fund
Commentary Q3 2018

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