Fund Literature

July 24, 2018

Pax Ellevate Global Women’s Leadership Fund Commentary Q2 2018

Performance and Portfolio Update In the second quarter, the Institutional share class of the Pax Ellevate Global Women’s Leadership Fund outperformed the MSCI World Index (World […]
July 24, 2018

Pax ESG Beta Dividend Fund Commentary Q2 2018

Performance and Portfolio Update The Pax ESG Beta Dividend Fund underperformed the benchmark Russell 1000 Index in the second quarter. The main drivers of the return […]
July 24, 2018

Pax Core Bond Fund Commentary Q2 2018

Performance and Portfolio Update The Pax Core Bond Fund outperformed the Bloomberg Barclays U.S. Aggregate Index in the quarter. The main driver of outperformance was security […]
July 24, 2018

Pax High Yield Bond Fund Commentary Q2 2018

Performance and Portfolio Update The Pax High Yield Bond Fund trailed its benchmark by 40 basis points (bps)† in the quarter. Portfolio holdings in the Consumer […]
July 24, 2018

Pax ESG Beta Quality Fund Commentary Q2 2018

Performance and Portfolio Update The Pax ESG Beta Quality Fund underperformed the benchmark Russell 1000 Index in the second quarter. The main drivers of the return […]
July 9, 2018

The Future of Transportation – Modernizing Rail

The future of transportation extends beyond the rapidly accelerating electric vehicle (EV) market. The electrification of transportation is also opening up investment opportunities across the rail infrastructure supply chain.
June 8, 2018

International Markets: Evidence of Positive ESG Effect

In this article, Pax analyzes the effect ESG factors have on non-U.S. developed markets risk and returns. Performance attribution of the Pax MSCI EAFE ESG Leaders Index Fund shows that companies with strong ESG profiles positively contributed to performance.
May 25, 2018

Gender Lens Investing: Investing for Purpose and Performance [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.
May 25, 2018

Opportunity and Impact in the Environmental Markets [Advisor Webcast]

In this advisor-only webcast, Nathan Moser, CFA®, Portfolio Manager of the Pax Small Cap Fund, provides a review of 2017 and how that’s shaped his outlook for small cap in 2018.
April 24, 2018

Pax Balanced Fund Commentary Q1 2018

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