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Impax Sustainable Allocation Inv PAXWX

Medalist Rating as of | See Impax Investment Hub
  • NAV / 1-Day Return 25.05  /  −0.20 %
  • Total Assets 2.4 Bil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 1.29%
  • Turnover 7%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:22 PM GMT+0

Morningstar’s Analysis PAXWX

Will PAXWX outperform in future?

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

A sufficient approach to sustainable investing.

Analyst Vedran Beogradlija

Vedran Beogradlija

Analyst

Summary

A steady team and sensible process support Impax Sustainable Allocation, but additional resources in the form of analysts and tools would generate greater confidence given the portfolio’s structural complexity.

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Portfolio Holdings PAXWX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 99.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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39.21 898.1 Mil

Impax Core Bond Fund Institutional

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Impax International Sust Econ Instl

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Impax High Yield Bond Institutional

4.48 102.7 Mil

Impax Small Cap Institutional

3.80 87.1 Mil

Impax Ellevate Global Women's Ldr Instl

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Impax Global Opportunities Institutional

2.83 64.9 Mil

Impax Global Environmental Markets Instl

2.58 59.2 Mil

Impax Global Sustainable Infras Instl

2.50 57.2 Mil

Jpmorgan Chase Var 12/49

1.32 30.3 Mil