Posts tagged as “commentary”

January 17, 2020

Pax Ellevate Global Women’s Leadership Fund Commentary Q4 2019

Performance and Portfolio Update In the fourth quarter, the Pax Ellevate Global Women’s Leadership Fund Institutional share class (PXWIX)1 trailed the MSCI World Index (World Index), […]
January 17, 2020

Pax Core Bond Fund Commentary Q4 2019

Performance and Portfolio Update The Pax Core Bond Fund underperformed the Bloomberg Barclays U.S. Aggregate in the fourth quarter. The Fund’s corporate bonds were the largest […]
January 16, 2020

Pax High Yield Bond Fund Commentary Q4 2019

Performance and Portfolio Update The Pax High Yield Bond Fund modestly underperformed its benchmark in the fourth quarter. The underperformance was primarily due to negative performance […]
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 […]