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Impax Sustainable Allocation Inv PAXWX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Impax Investment Hub

Morningstar’s Analysis PAXWX

Will PAXWX outperform in 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 PAXWX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PAXWX 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 PAXWX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Vedran Beogradlija
Rated on Published on

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