Posts tagged as “commentary”

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.
January 18, 2019

Pax Mid Cap Fund Commentary Q4 2018

Performance and Portfolio Update The Pax Mid Cap Fund outperformed the Russell Midcap Index in the fourth quarter. Portfolio holdings within Materials, Industrials and Financials were […]
January 18, 2019

Pax ESG Beta Quality Fund Commentary Q4 2018

Performance and Portfolio Update The Pax ESG Beta Quality Fund outperformed the benchmark Russell 1000 Index in the fourth quarter. The main drivers of the return […]
January 18, 2019

Pax ESG Beta Dividend Fund Commentary Q4 2018

Performance and Portfolio Update The Pax ESG Beta Dividend Fund outperformed the benchmark Russell 1000 Index in the fourth quarter of 2018. The main drivers of […]
January 16, 2019

Pax High Yield Bond Fund Commentary Q4 2018

Performance and Portfolio Update The Pax High Yield Bond Fund trailed its benchmark by a small margin in the fourth quarter. Weakness in the equity markets […]
January 16, 2019

Pax Large Cap Fund Commentary Q4 2018

Performance and Portfolio Update The Pax Large Cap Fund underperformed the S&P 500 Index† in the fourth quarter. The Fund’s cyclical holdings were particularly hard hit […]
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 […]
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 […]