Impax Global Equity Opportunities benefits from a management duo that has earned their marks and can rely on a comprehensive team that sports experience and stability, earning a People Pillar rating of Above Average. They have managed this strategy, which is based on Impax’ strong heritage of sustainable investing, with discipline and to good effect. The Process Pillar rating is maintained at Above Average.
Impax Global Opportunities Institutional PXGOX
- NAV / 1-Day Return 16.89 / +1.56 %
- Total Assets 127.2 Mil
-
Adj. Expense Ratio
0.980%
- Expense Ratio 0.980%
- 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 0.40%
- Turnover 33%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0
Morningstar’s Analysis PXGOX
Will PXGOX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 36.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Microsoft Corp | 4.87 | 6.1 Mil | Technology |
Schneider Electric SE | 4.34 | 5.4 Mil | Industrials |
Mastercard Inc Class A | 3.95 | 5.0 Mil | Financial Services |
Alcon Inc | 3.94 | 4.9 Mil | Healthcare |
Linde PLC | 3.76 | 4.7 Mil | Basic Materials |
Thermo Fisher Scientific Inc | 3.48 | 4.4 Mil | Healthcare |
Marsh & McLennan Companies Inc | 3.04 | 3.8 Mil | Financial Services |
HDFC Bank Ltd ADR | 3.04 | 3.8 Mil | Financial Services |
Analog Devices Inc | 2.97 | 3.7 Mil | Technology |
Boston Scientific Corp | 2.96 | 3.7 Mil | Healthcare |