Impax Sustainable Allocation Fund Investor Class PAXWX

Morningstar Medalist Rating
  • NAV / 1-Day Return$26.57  /  −0.04%
  • Fund Size$1.8B
  • Adjusted Expense Ratio0.940%
  • Net Expense Ratio0.300%
  • Fee Level: DistributionAbove Average
  • Share Class TypeNo Load
  • Morningstar CategoryModerate Allocation
  • Equity Style Box (Funds)Large Blend
  • Fixed-Income Style Box (Funds)—
  • Investment StatusOpen
  • TTM Yield1.85%
  • Turnover Ratio13%

Morningstar’s Analysis PAXWX

Will PAXWX outperform in the future?

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

Team level stability doesn't offset turnover and execution gaps in the underlying funds.

Senior Analyst Jodi Lim

Jodi Lim

Senior Analyst

Summary

Impax Sustainable Allocation’s People Pillar remains at Below Average, and the Process Pillar remains at Average.

Rated on Published on

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Portfolio Holdings PAXWX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings98.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Impax Core Bond Fund Institutional

32.08589M
—

Impax US Sustainable Economy Instl

27.26500M
—

Impax Large Cap Fund Institutional

10.94201M
—

Impax International Sust Econ Instl

9.13168M
—

Impax Small Cap Institutional

6.03111M
—

Impax High Yield Bond Institutional

5.1795M
—

Impax Global Sustainable Infras ETF

2.9454M
—

Impax Global Environmental Markets Instl

2.2742M
—

Impax Global Opportunities Institutional

2.1640M
—

JPMorgan US Treasury Plus MMkt IM

2.0638M
Cash and Equivalents

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