The team running Pax Sustainable Allocation has been steady, but it lacks dedicated resources and it’s unclear whether they can consistently add value through allocation tilts and underlying fund selection, meriting a Morningstar Analyst Rating of Neutral for both share classes.
- NAV / 1-Day Return 24.62 / 1.07 %
- Total Assets 2.3 Bil
Adj. Expense Ratio
- Expense Ratio 0.890%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Allocation—50% to 70% Equity
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.25%
- Turnover 4%
Morningstar’s Analysis PAXWX
Will PAXWX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.