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Morningstar

Impax Ellevate Global Women's Ldr Instl PXWIX

Morningstar Medalist Rating
Medalist Rating as of | See Impax Investment Hub
  • NAV / 1-Day Return 31.66  /  −0.03 %
  • Total Assets 809.8 Mil
  • Adj. Expense Ratio
    0.520%
  • Expense Ratio 0.520%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 1.62%
  • Turnover 32%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis PXWIX

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

  • People Pillar

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

Process changes don't alter the outlook.

Analyst Ryan Jackson

Ryan Jackson

Analyst

Summary

The new approach for Impax Ellevate Global Women's Leadership brings marginal improvements but doubles down on a gender factor score that remains unproven.

by Ryan Jackson
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PXWIX

More PXWIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.26 35.2 Mil
Technology

Apple Inc

4.03 33.2 Mil
Technology

Amazon.com Inc

3.10 25.6 Mil
Consumer Cyclical

Citigroup Inc

1.79 14.7 Mil
Financial Services

Intuit Inc

1.76 14.5 Mil
Technology

Coca-Cola Co

1.72 14.2 Mil
Consumer Defensive

Cardinal Health Inc

1.61 13.3 Mil
Healthcare

Schneider Electric SE

1.59 13.1 Mil
Industrials

Autodesk Inc

1.58 13.1 Mil
Technology

Starbucks Corp

1.56 12.9 Mil
Consumer Cyclical