Posts tagged as “commentary”

April 23, 2019

Pax Mid Cap Fund Commentary Q1 2019

Performance and Portfolio Update The Pax Mid Cap Fund lagged the Russell Midcap Index in the first quarter due to the Fund’s defensive positioning being out […]
April 23, 2019

Pax Balanced Fund Commentary Q1 2019

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.
April 23, 2019

Pax ESG Beta Quality Fund Commentary Q1 2019

Performance and Portfolio Update The Fund underperformed the benchmark Russell 1000 Index in the first quarter. The main drivers of the return difference were the factors […]
April 23, 2019

Pax ESG Beta Dividend Fund Commentary Q1 2019

Performance and Portfolio Update The Fund underperformed the benchmark Russell 1000 Index in the first quarter. The main drivers of the return difference were the style […]
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 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 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 […]
January 22, 2019

Pax Ellevate Global Women’s Leadership Fund Commentary Q4 2018

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 […]
January 22, 2019

Pax Balanced Fund Commentary Q4 2018

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