Morningstar

Impax Large Cap Fund Institutional Class PXLIX

Morningstar Medalist Rating
Medalist Rating as of | See Impax Investment Hub
  • NAV / 1-Day Return 11.44  /  −0.09 %
  • Total Assets 308.5M
  • Adj. Expense Ratio
    0.730%
  • Expense Ratio 0.730%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 0.41%
  • Turnover 60%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:11 AM GMT+0

Morningstar’s Analysis PXLIX

Will PXLIX 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 PXLIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PXLIX 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 PXLIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Impax Large Cap Fund Institutional holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings PXLIX

More PXLIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

10.80 40M
Technology

Microsoft Corp

8.75 33M
Technology

Amazon.com Inc

6.30 24M
Consumer Cyclical

Alphabet Inc Class A

5.18 19M
Communication Services

Broadcom Inc

4.62 17M
Technology

Mastercard Inc Class A

3.55 13M
Financial Services

Gilead Sciences Inc

3.05 11M
Healthcare

Uber Technologies Inc

2.46 9M
Technology

TE Connectivity PLC Registered Shares

2.42 9M
Technology

Waste Connections Inc

2.37 9M
Industrials

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