Impax Large Cap Fund Institutional Class PXLIX

Morningstar Medalist Rating
  • NAV / 1-Day Return$11.57  /  −0.77%
  • Fund Size$299.1M
  • Adjusted Expense Ratio0.730%
  • Net Expense Ratio0.730%
  • Fee Level: DistributionAbove Average
  • Share Class TypeInstitutional
  • Morningstar CategoryLarge Blend
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$250,000
  • Investment StatusOpen
  • TTM Yield0.41%
  • Turnover Ratio60%

Morningstar’s Analysis PXLIX

Will PXLIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

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.

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Portfolio Holdings PXLIX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings50.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

11.3535M
Technology

Microsoft Corp

8.9928M
Technology

Amazon.com Inc

6.1419M
Consumer Cyclical

Alphabet Inc Class A

5.3416M
Communication Services

Broadcom Inc

4.4514M
Technology

Mastercard Inc Class A

3.3810M
Financial Services

Gilead Sciences Inc

3.1610M
Healthcare

TE Connectivity PLC Registered Shares

2.538M
Technology

Ulta Beauty Inc

2.387M
Consumer Cyclical

Uber Technologies Inc

2.267M
Technology

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