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Pax Sustainable Allocation Instl PAXIX

Analyst rating as of
NAV / 1-Day Return
30.10  /  0.30 %
Total Assets
2.5 Bil
Adj. Expense Ratio
0.620%
Expense Ratio
0.620%
Fee Level
Below Average
Longest Manager Tenure
15.82 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
0.98%
Turnover
13%
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Morningstar’s Analysis

Will PAXIX outperform in future?

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

Sustainability is a key differentiator for this fund.

Summary

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The team running Pax Sustainable Allocation has been steady for nearly four years and stands to benefit from increasing support, but it hasn’t shown a demonstrable edge in asset allocation, and the underlying fund lineup doesn’t stand out. The fund earns a Morningstar Analyst Rating of Neutral for both share classes.

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