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Impax Sustainable Allocation Instl PAXIX

Medalist Rating as of | See Impax Investment Hub
  • NAV / 1-Day Return 25.98  /  −0.88 %
  • Total Assets 2.4 Bil
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.650%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 1.37%
  • Turnover 7%

USD | NAV as of Apr 12, 2024 | 1-Day Return as of Apr 12, 2024, 10:14 PM GMT+0

Morningstar’s Analysis PAXIX

Will PAXIX outperform in future?

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

A sufficient approach to sustainable investing.

Analyst Vedran Beogradlija

Vedran Beogradlija

Analyst

Summary

A steady team and sensible process support Impax Sustainable Allocation, but additional resources in the form of analysts and tools would generate greater confidence given the portfolio’s structural complexity.

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Portfolio Holdings PAXIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 99.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Impax Large Cap Fund Institutional

39.21 898.1 Mil

Impax Core Bond Fund Institutional

34.71 795.0 Mil

Impax International Sust Econ Instl

4.86 111.2 Mil

Impax High Yield Bond Institutional

4.48 102.7 Mil

Impax Small Cap Institutional

3.80 87.1 Mil

Impax Ellevate Global Women's Ldr Instl

2.91 66.7 Mil

Impax Global Opportunities Institutional

2.83 64.9 Mil

Impax Global Environmental Markets Instl

2.58 59.2 Mil

Impax Global Sustainable Infras Instl

2.50 57.2 Mil

Jpmorgan Chase Var 12/49

1.32 30.3 Mil