Morningstar

Impax Global Women’s Leadership Fund Investor Class PXWEX

Morningstar Medalist Rating
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Medalist Rating as of See Impax Investment Hub
  • NAV / 1-Day Return $38.66  /  −0.74 %
  • Fund Size $645.3M
  • Adjusted Expense Ratio 0.780%
  • Net Expense Ratio 0.780%
  • Fee Level: Distribution Below Average
  • Share Class Type No Load
  • Morningstar Category Global Large-Stock Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 1.34%
  • Turnover Ratio 38%
NAV and 1-Day Return as of

Morningstar’s Analysis PXWEX

Will PXWEX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PXWEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PXWEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PXWEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Impax Global Women’s Leadership Investor holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings PXWEX

More PXWEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

6.24 41M
Technology

Apple Inc

4.91 32M
Technology

Microsoft Corp

4.22 28M
Technology

Amazon.com Inc

2.04 13M
Consumer Cyclical

JPMorgan Chase & Co

1.93 13M
Financial Services

Alphabet Inc Class A

1.73 11M
Communication Services

Eli Lilly and Co

1.71 11M
Healthcare

Johnson & Johnson

1.65 11M
Healthcare

Accenture PLC Class A

1.55 10M
Technology

Newmont Corp

1.42 9M
Basic Materials

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