Morningstar

Impax U.S. Sustainable Economy Institutional Class PWGIX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Impax Investment Hub
  • NAV / 1-Day Return $31.00  /  +0.52 %
  • Fund Size $976.7M
  • Adjusted Expense Ratio 0.590%
  • Net Expense Ratio 0.450%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $250,000
  • Investment Status Open
  • TTM Yield 0.97%
  • Turnover Ratio 52%
NAV and 1-Day Return as of

Morningstar’s Analysis PWGIX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Impax US Sustainable Economy Instl holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PWGIX

More PWGIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.85 98M
Technology

Apple Inc

6.66 74M
Technology

Microsoft Corp

4.53 50M
Technology

Broadcom Inc

2.34 26M
Technology

Visa Inc Class A

2.25 25M
Financial Services

Johnson & Johnson

2.21 24M
Healthcare

Micron Technology Inc

2.21 24M
Technology

Alphabet Inc Class A

2.16 24M
Communication Services

Mastercard Inc Class A

2.10 23M
Financial Services

Merck & Co Inc

1.99 22M
Healthcare

Sponsor Center