Impax Sustainable Allocation’s People Pillar remains at Below Average, and the Process Pillar remains at Average.
Impax Sustainable Allocation Fund Investor Class PAXWX
- NAV / 1-Day Return 27.09 / −0.88 %
- Total Assets 2.4B
-
Adj. Expense Ratio
0.940%
- Expense Ratio 0.300%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Moderate Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.83%
- Turnover 13%
USD | NAV as of Jun 18, 2026 | 1-Day Return as of Jun 18, 2026, 12:11 AM GMT+0
Morningstar’s Analysis PAXWX
Will PAXWX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 97.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Impax Core Bond Fund Institutional | 31.30 | 744M | — |
Impax Large Cap Fund Institutional | 20.76 | 494M | — |
Impax US Sustainable Economy Instl | 20.64 | 491M | — |
Impax International Sust Econ Instl | 6.52 | 155M | — |
Impax Small Cap Institutional | 5.46 | 130M | — |
Impax High Yield Bond Institutional | 5.06 | 120M | — |
Impax Global Sustainable Infras ETF | 3.17 | 75M | — |
JPMorgan US Treasury Plus MMkt IM | 3.00 | 71M | Cash and Equivalents |
Impax Global Environmental Markets Instl | 2.10 | 50M | — |
Impax Global Opportunities Institutional | 2.04 | 49M | — |
United States