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Impax Global Opportunities Investor PAXGX

Medalist Rating as of | See Impax Investment Hub
  • NAV / 1-Day Return 15.93  /  −0.13 %
  • Total Assets 128.6 Mil
  • 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 0.20%
  • Turnover 33%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 PM GMT+0

Morningstar’s Analysis PAXGX

Will PAXGX outperform in future?

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

A robust sustainable equity approach run by seasoned managers backed by ample resources.

Senior Analyst Ronald van Genderen

Ronald van Genderen

Senior Analyst

Summary

Impax Global Equity Opportunities has a solid foundation in Impax's strong heritage of investing in environmental markets, extended here to sustainable investing. It is in the hands of very experienced managers supported by a comprehensive team that sports experience and stability. Its Morningstar Medalist Ratings are maintained at Bronze.

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Portfolio Holdings PAXGX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 38.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.95 6.1 Mil
Technology

Linde PLC

4.64 5.7 Mil
Basic Materials

Mastercard Inc Class A

4.61 5.6 Mil
Financial Services

Cintas Corp

3.99 4.9 Mil
Industrials

Schneider Electric SE

3.72 4.6 Mil
Industrials

Alcon Inc

3.48 4.3 Mil
Healthcare

Thermo Fisher Scientific Inc

3.43 4.2 Mil
Healthcare

Wolters Kluwer NV

3.38 4.1 Mil
Industrials

KDDI Corp

3.27 4.0 Mil
Communication Services

Hannover Rueck SE

2.90 3.6 Mil
Financial Services