Morningstar

Impax U.S. Sustainable Economy Institutional Class PWGIX

Morningstar Medalist Rating
Medalist Rating as of | See Impax Investment Hub
  • NAV / 1-Day Return 30.73  /  +0.13 %
  • Total Assets 969.0M
  • 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 0.97%
  • Turnover 52%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:11 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.

  • 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
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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
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Apple Inc

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Microsoft Corp

4.53 50M
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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

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