Fund Literature

January 16, 2019

Pax Core Bond Fund Commentary Q4 2018

Performance and Portfolio Update The Pax Core Bond Fund trailed the Bloomberg Barclays U.S. Aggregate by a small margin in the fourth quarter. The main driver […]
January 9, 2019

Pax Small Cap Fund Commentary Q4 2018

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.
November 19, 2018

Video: Get to Know the Pax Global Opportunities Fund

Portfolio Managers Kirsteen Morrison and David Winborne on investing in the transition to a more sustainable economy.
November 14, 2018

PXWIX: Q3 2018 Fund Performance and Strategy Update [Advisor Webcast]

Gender lens investing is gaining momentum – and for good reason. Research shows that integrating a gender lens into investment decisions can yield positive financial returns and help close the gender gap.
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 Global Environmental Markets Fund
Commentary Q3 2018

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