Fund Literature

October 10, 2019

Pax Small Cap Fund Commentary Q3 2019

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.
October 4, 2019

Catch the Sustainability Wave

The transition to a more sustainable economy is underway and driving investment opportunities. In this article, we highlight examples and drivers of this transition to illustrate its global scale and fast evolution.
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 […]