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.
NAV / 1-Day Return
24.91 / 0.99 %
Adj. Expense Ratio
Longest Manager Tenure
Allocation--50% to 70% Equity
Investment StyleLarge Blend
Credit Quality / Interest Rate Sensitivity—
Morningstar’s Fund Analysis PAXIX
Will PAXIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.