Posts tagged as “commentary”

July 19, 2019

Pax ESG Beta Quality 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 company specific, […]
July 18, 2019

Pax Core Bond Fund Commentary Q2 2019

Performance and Portfolio Update The Pax Core Bond Fund slightly underperformed the Bloomberg Barclays U.S. Aggregate Bond Index in the second quarter. The Fund’s corporate bond […]
July 18, 2019

Pax Large Cap Fund Commentary Q2 2019

Performance and Portfolio Update The Fund outperformed the S&P 500 Index† during the second quarter. Consistent with our bottom-up investment approach and typical performance attribution, performance […]
July 17, 2019

Pax High Yield Bond Fund Commentary Q2 2019

Performance and Portfolio Update The Pax High Yield Bond Fund modestly underperformed its benchmark in the second quarter. Negative credit selection in the Consumer Goods and […]
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 […]