Strength in Impax Large Cap Fund Individual Investor's Process Pillaris partially offset by an Average People Pillar rating, leading to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
- NAV / 1-Day Return 11.97 / 1.27 %
- Total Assets 1.4 Bil
-
Adj. Expense Ratio
0.970%
- Expense Ratio 0.970%
- 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 0.61%
- Turnover 25%
Morningstar’s Analysis PAXLX
Will PAXLX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
Summary
|- Current Portfolio Date Jan 31, 2023
- Equity Holdings 49
- Bond Holdings 0
- Other Holdings 1
- % Assets in Top 10 Holdings 32.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector