Fund Literature
- All
- Pax ESG Beta Quality Fund Commentary
- Pax ESG Beta Dividend Fund Commentary
- Pax Global Environmental Markets Fund Commentary
- Pax High Yield Bond Fund Commentary
- Pax Core Bond Fund Commentary
- Pax MSCI EAFE ESG Leaders Index Fund Commentary
- Pax Balanced Fund Commentary
- Pax Large Cap Fund Commentary
- Impax
- Proxy
- News
- Media Mentions
- Press Releases
- Insights
- Thought Leadership
- Spotlights
- Advisors
- Fund Literature
- Pax Ellevate Global Women's Leadership Fund Commentary
- Practice Management
- Women & Wealth
- Millennials & Money
- People
- Joe Keefe
- All Research
- Gender Research
- ESG Research
- Environmental Markets
- Engagement
- Gender
- Fund Updates
- Market Outlook
- Heather Smith
- Pax Ellevate
- Sustainability
- Impact
- Women & Wealth
- Women & Wealth Newsletter
- Blog
- Interviews
- Julie Gorte
- Tony Trzcinka
- Peter Schwab
- Steve Falci
- Pax Global Opportunities Fund Commentary
- ESG Insights
- Pax Ellevate Features
- Sallie Krawcheck
- Video Updates
- Pax High Yield Bond Fund Quarterly Update
- Pax Small Cap Fund Quarterly Update
- Nathan Moser
- Fund Profile
- Commentary
- Pax Small Cap Fund Commentary
April 17, 2019
Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.
April 17, 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
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
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
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
Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.
February 5, 2019
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
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
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 […]
Pax Global Opportunities Fund
Commentary Q1 2019