Fund Literature

April 22, 2019

Pax Global Environmental Markets Fund Q1 2019 Update [Advisor Call]

In this advisor-only call, Portfolio Specialist Nicola Fritz discusses performance of the Pax Global Environmental Markets Fund in Q1 2019, current positioning and outlook and examples […]
April 17, 2019

Pax Ellevate Global Women’s Leadership Fund Commentary Q1 2019

Performance and Portfolio Update The Pax Ellevate Global Women’s Leadership Fund outperformed the MSCI World Index (World Index) in the first quarter. In first quarter, global […]
April 17, 2019

Pax Global Opportunities Fund
Commentary Q1 2019

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.
April 17, 2019

Pax Global Environmental Markets Fund
Commentary Q1 2019

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.
April 17, 2019

Pax Core Bond Fund Commentary Q1 2019

Performance and Portfolio Update The Pax Core Bond Fund underperformed the Bloomberg Barclays U.S. Aggregate Bond Index in the first quarter. Security selection within the Corporate […]
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, […]