Posts tagged as “commentary”
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November 2, 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
Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.
October 24, 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
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
Performance and Portfolio Update The Pax Mid Cap Fund underperformed the Russell Midcap Index in the third quarter. Portfolio holdings within Consumer Staples, Industrials, and Information […]
October 23, 2018
Performance and Portfolio Update The Pax Core Bond Fund underperformed the Bloomberg Barclays U.S. Aggregate Bond Index in the third quarter. The main driver of underperformance […]
October 23, 2018
Performance and Portfolio Update The Pax Large Cap Fund outperformed the S&P 500 Index† during the third quarter, with stock selection driving the outperformance. The S&P […]
July 24, 2018
Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.
July 24, 2018
Performance and Portfolio Update The Pax Large Cap Fund slightly underperformed the S&P 500 Index† during the second quarter, with stock selection and sector allocation detracting […]
Pax ESG Beta Quality Fund Commentary Q3 2018