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Pax Sustainable Allocation Instl PAXIX

Analyst rating as of
NAV / 1-Day Return
24.91  /  0.99 %
Total Assets
2.1 Bil
Adj. Expense Ratio
0.640%
Expense Ratio
0.640%
Fee Level
Below Average
Longest Manager Tenure
16.91 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
1.28%
Turnover
4%

Morningstar’s Fund Analysis PAXIX

Will PAXIX outperform in future?

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

An ESG mandate without a definitive edge

Associate Director

Summary

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The team running Pax Sustainable Allocation has been steady, but it lacks dedicated resources and it’s unclear whether they can consistently add value through allocation tilts and underlying fund selection, meriting a Morningstar Analyst Rating of Neutral for both share classes.

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