Posts tagged as “Pax Core Bond Fund”

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 […]
June 6, 2019

The Expanding Universe of Fixed Income Impact Investments

As sustainable bond markets expand into new sectors and across more impact themes, so does the portfolio construction playbook and the ability to add value through ESG due diligence. In this article, we cover our ESG fixed income approach and provide examples of impact options that we’ve invested in and some that we’ve avoided.
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 […]
February 5, 2019

Pax Balanced Fund Q4 2018 Update [Advisor Call]

In this advisor-only call, CIO Steve Falci, CFA® provides an update on the strategy and positioning of the Pax Balanced Fund and Portfolio Manager Tony Trzcinka, […]
January 16, 2019

Pax Core Bond Fund Commentary Q4 2018

Performance and Portfolio Update The Pax Core Bond Fund trailed the Bloomberg Barclays U.S. Aggregate by a small margin in the fourth quarter. The main driver […]
October 23, 2018

Pax Core Bond Fund Commentary Q3 2018

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 […]
July 24, 2018

Pax Core Bond Fund Commentary Q2 2018

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 […]
January 24, 2018

Finding Value in Green Asset Backed Securities

In this article, Senior Fixed Income Analyst Yvonne Tai examines the relative value of green asset backed securities including analysis of a recent Tesla Energy issuance.