A thoughtful investment process and experienced portfolio managers support Pax Global Opportunities’ Morningstar Analyst Rating of Bronze.
- NAV / 1-Day Return 14.89 / 0.68 %
- Total Assets 110.1 Mil
-
Adj. Expense Ratio
0.960%
- Expense Ratio 0.960%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Global Large-Stock Growth
- Investment Style Large Growth
- Min. Initial Investment 250,000
- Status Open
- TTM Yield 0.32%
- Turnover 30%
Morningstar’s Analysis PXGOX
Will PXGOX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
A robust global-equity approach that emphasizes developed markets and makes unique sector bets.
Summary
|- Current Portfolio Date Feb 28, 2023
- Equity Holdings 40
- Bond Holdings 0
- Other Holdings 1
- % Assets in Top 10 Holdings 36.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector