Posts tagged as “commentary”

October 18, 2019

Pax ESG Beta Quality Fund Commentary Q3 2019

Performance and Portfolio Update The Fund outperformed the benchmark Russell 1000 Index in the third quarter. The main drivers of the return difference were the factors […]
October 18, 2019

Pax Balanced Fund Commentary Q3 2019

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.
October 18, 2019

Pax Ellevate Global Women’s Leadership Fund Commentary Q3 2019

Performance and Portfolio Update The Pax Ellevate Global Women’s Leadership Fund performed in line with the MSCI World Index (World Index) in the third quarter. Six […]
October 17, 2019

Pax Core Bond Fund Commentary Q3 2019

Performance and Portfolio Update The Pax Core Bond Fund slightly underperformed Bloomberg Barclays U.S. Aggregate Bond Index in the third quarter. The Fund’s corporate bond and […]
October 15, 2019

Pax High Yield Bond Fund Commentary Q3 2019

Performance and Portfolio Update The Pax High Yield Bond Fund outperformed its benchmark in the third quarter. The outperformance during relatively strong market conditions was primarily […]
October 15, 2019

Pax Large Cap Fund Commentary Q3 2019

Performance and Portfolio Update The Fund outperformed the S&P 500 Index† during the third quarter of 2019. Consistent with our bottom-up investment approach and typical performance […]
October 15, 2019

Pax ESG Beta Dividend Fund Commentary Q3 2019

Performance and Portfolio Update The Fund outperformed the benchmark Russell 1000 Index in the third quarter. The main drivers of the return difference were the factors […]
July 24, 2019

Pax Balanced Fund Commentary Q2 2019

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.
July 19, 2019

Pax Ellevate Global Women’s Leadership Fund Commentary Q2 2019

Performance and Portfolio Update The Pax Ellevate Global Women’s Leadership Fund outperformed the MSCI World Index (World Index) in the second quarter. During the quarter, the […]
July 19, 2019

Pax ESG Beta Dividend Fund Commentary Q2 2019

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