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.
Impax U.S. Sustainable Economy Institutional Class PWGIX
- NAV / 1-Day Return 29.73 / −2.68 %
- Total Assets 992.0M
-
Adj. Expense Ratio
0.590%
- Expense Ratio 0.450%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 250,000
- Status Open
- TTM Yield 0.90%
- Turnover 52%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 12:53 AM GMT+0
Morningstar’s Analysis PWGIX
Will PWGIX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 35.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 8.36 | 73M | Technology |
Apple Inc | 7.14 | 62M | Technology |
Microsoft Corp | 4.11 | 36M | Technology |
Broadcom Inc | 3.20 | 28M | Technology |
Alphabet Inc Class A | 2.70 | 23M | Communication Services |
Amazon.com Inc | 2.24 | 20M | Consumer Cyclical |
Alphabet Inc Class C | 2.08 | 18M | Communication Services |
Visa Inc Class A | 2.05 | 18M | Financial Services |
Advanced Micro Devices Inc | 2.03 | 18M | Technology |
Johnson & Johnson | 1.91 | 17M | Healthcare |
United States