Skip to Content

Pax Sustainable Allocation Inv PAXWX

Analyst rating as of
NAV / 1-Day Return
28.70  /  0.60 %
Total Assets
2.4 Bil
Adj. Expense Ratio
0.920%
Expense Ratio
0.920%
Fee Level
Above Average
Longest Manager Tenure
15.35 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
0.90%
Turnover
13%
Premium

Morningstar’s Analysis

Will PAXWX outperform in future?

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

A long-standing ESG allocation strategy takes a new approach.

Senior Analyst

Summary

| |

Pax Sustainable Allocation has a long history of implementing an ESG mandate, but its new asset-allocation committee lacks a definitive edge and its portfolio has been expanding to include more funds with mixed results, supporting a Morningstar Analyst Rating of Neutral for both share classes.

Unlock our full analysis with Morningstar Premium