Posts tagged as “Large Cap”

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 […]
April 17, 2019

Pax Large Cap Fund Commentary Q1 2019

Performance and Portfolio Update The Fund underperformed the S&P 500 Index† slightly in the first quarter. Contrary to prior quarters, the Fund’s performance relative to the […]
January 16, 2019

Pax Large Cap Fund Commentary Q4 2018

Performance and Portfolio Update The Pax Large Cap Fund underperformed the S&P 500 Index† in the fourth quarter. The Fund’s cyclical holdings were particularly hard hit […]
October 23, 2018

Pax Large Cap Fund Commentary Q3 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 […]
October 12, 2018

PM Q&A: How to Invest Sustainably in U.S. Large Caps

In this interview, Pax Large Cap Fund Portfolio Manager Andrew Braun and Co-Portfolio Manager Barbara Browning discuss their investment strategy, sustainable investing and their views on the market.
July 24, 2018

Pax Large Cap Fund Commentary Q2 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 […]
April 19, 2018

Pax Large Cap Fund Commentary Q1 2018

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.
January 24, 2018

Pax Large Cap Fund Commentary Q4 2017

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.
October 20, 2017

Pax Large Cap Fund Commentary Q3 2017

Read our portfolio manager commentary for highlights on quarterly Fund performance and portfolio positioning.