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Morningstar

Impax International Sust Econ Inv PXINX

Morningstar Medalist Rating
Medalist Rating as of | See Impax Investment Hub
  • NAV / 1-Day Return 10.50  /  +1.37 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.720%
  • Expense Ratio 0.720%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.99%
  • Turnover 56%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:17 PM GMT+0

Morningstar’s Analysis PXINX

Will PXINX outperform in 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 PXINX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PXINX 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 PXINX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Impax International Sust Econ Inv's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PXINX

More PXINX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ASML Holding NV

3.61 40.9 Mil
Technology

Novo Nordisk A/S Class B

2.78 31.5 Mil
Healthcare

Novartis AG Registered Shares

2.60 29.5 Mil
Healthcare

AstraZeneca PLC

2.42 27.4 Mil
Healthcare

HSBC Holdings PLC

2.25 25.4 Mil
Financial Services

Schneider Electric SE

2.07 23.4 Mil
Industrials

Tokio Marine Holdings Inc

1.89 21.4 Mil
Financial Services

SoftBank Corp

1.85 21.0 Mil
Communication Services

Jpmorgan Chase Var 12/49

1.84 20.9 Mil
—

BNP Paribas Act. Cat.A

1.81 20.6 Mil
Financial Services