Skip to Content

Impax US Sustainable Economy Instl PWGIX

Medalist Rating as of | See Impax Investment Hub
  • NAV / 1-Day Return 24.54  /  0.12 %
  • Total Assets 294.1 Mil
  • Adj. Expense Ratio
    0.450%
  • Expense Ratio 0.450%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 0.51%
  • Turnover 37%

Morningstar’s Analysis PWGIX

Will PWGIX outperform in future?

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Impax US Sustainable Economy Instl to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PWGIX

  • Current Portfolio Date
  • Equity Holdings 145
  • Bond Holdings 1
  • Other Holdings 4
  • % Assets in Top 10 Holdings 29.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
5.94
17,220,268
Technology
5.91
17,125,990
Technology
3.70
10,709,132
Technology
2.32
6,733,892
Healthcare
2.27
6,565,268
Financial Services
2.05
5,945,515
Healthcare
1.80
5,227,906
Healthcare
1.73
5,016,701
Communication Services
1.65
4,783,278
Technology
1.62
4,708,459
Healthcare