Commentary

April 17, 2019

Pax High Yield Bond Fund Commentary Q1 2019

Performance and Portfolio Update The Pax High Yield Bond Fund trailed its benchmark in the first quarter. Dovish Federal Reserve commentary helped ease concerns about a […]
April 17, 2019

Pax MSCI EAFE ESG Leaders Index Fund Commentary Q1 2019

Performance and Portfolio Update The Pax MSCI EAFE ESG Leaders Index Fund trailed the MSCI EAFE Index (EAFE Index) in the first quarter of 2019. In […]
April 17, 2019

Pax Large Cap Fund Commentary Q1 2019

Performance and Portfolio Update The Fund underperformed the S&P 500 Index† slightly in the first quarter. Contrary to prior quarters, the Fund’s performance relative to the […]
April 11, 2019

Pax Small Cap Fund Commentary Q1 2019

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