Morningstar

Impax Large Cap Fund Individual Investor Class PAXLX

Morningstar Medalist Rating
Medalist Rating as of | See Impax Investment Hub
  • NAV / 1-Day Return 11.68  /  +0.17 %
  • Total Assets 378.3M
  • Adj. Expense Ratio
    0.980%
  • Expense Ratio 0.980%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.32%
  • Turnover 60%

USD | NAV as of Aug 07, 2026 | 1-Day Return as of Aug 07, 2026, 4:11 PM GMT+0

Morningstar’s Analysis PAXLX

Will PAXLX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PAXLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PAXLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PAXLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Impax Large Cap Fund Individual Investor holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings PAXLX

More PAXLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

10.22 37M
Technology

Microsoft Corp

6.72 25M
Technology

Amazon.com Inc

6.04 22M
Consumer Cyclical

Alphabet Inc Class A

5.70 21M
Communication Services

Broadcom Inc

4.37 16M
Technology

Mastercard Inc Class A

3.68 13M
Financial Services

Uber Technologies Inc

2.72 10M
Technology

JPMorgan US Treasury Plus MMkt IM

2.68 10M
Cash and Equivalents

Agilent Technologies Inc

2.59 9M
Healthcare

Danaher Corp

2.39 9M
Healthcare

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