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 […]
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 […]
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 […]
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 […]
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 […]
Performance and Portfolio Update In the second quarter, the Institutional share class of the Pax Ellevate Global Women’s Leadership Fund outperformed the MSCI World Index (World […]
Performance and Portfolio Update The Pax ESG Beta Dividend Fund underperformed the benchmark Russell 1000 Index in the second quarter. The main drivers of the return […]
Performance and Portfolio Update The Pax Core Bond Fund outperformed the Bloomberg Barclays U.S. Aggregate Index in the quarter. The main driver of outperformance was security […]
Pax Balanced Fund Commentary Q3 2018