A leadership change and recent team developments warrant a more cautious stance. We reinstate the People Pillar rating at Average, a downgrade from Above Average. Impax Global Equity Opportunities continues to benefit from Impax’s established and well-structured investment process, which supports much of the firm’s listed equity platform. Its rigorous fundamental research framework and disciplined blend of bottom-up stock selection with top-down insights remain intact, underpinning the Process Pillar rating of Above Average.
Impax Global Opportunities Fund Investor Class PAXGX
- NAV / 1-Day Return 17.25 / +0.29 %
- Total Assets 94.5M
-
Adj. Expense Ratio
1.230%
- Expense Ratio 1.230%
- Distribution Fee Level High
- Share Class Type No Load
- Category Global Large-Stock Growth
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.16%
- Turnover 49%
USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:11 AM GMT+0
Morningstar’s Analysis PAXGX
Will PAXGX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 39.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 7.27 | 7M | Technology |
Microsoft Corp | 5.98 | 6M | Technology |
Taiwan Semiconductor Manufacturing Co Ltd | 4.21 | 4M | Technology |
Linde PLC | 3.67 | 3M | Basic Materials |
Keyence Corp | 3.25 | 3M | Technology |
Mastercard Inc Class A | 3.17 | 3M | Financial Services |
Schneider Electric SE | 3.07 | 3M | Industrials |
JPMorgan US Treasury Plus MMkt IM | 2.99 | 3M | Cash and Equivalents |
Infineon Technologies AG | 2.94 | 3M | Technology |
Cadence Design Systems Inc | 2.90 | 3M | Technology |
United States