Morningstar

Impax Small Cap Fund Class A PXSAX

Morningstar Medalist Rating
Medalist Rating as of | See Impax Investment Hub
  • NAV / 1-Day Return 21.25  /  +0.66 %
  • Total Assets 891.1M
  • Adj. Expense Ratio
    1.160%
  • Expense Ratio 1.160%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 36%

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

Morningstar’s Analysis PXSAX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Impax Small Cap A 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
Rated on Published on

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Portfolio Holdings PXSAX

More PXSAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Victory Capital Holdings Inc Class A

4.96 47M
Financial Services

JPMorgan US Treasury Plus MMkt IM

4.77 45M
Cash and Equivalents

Crinetics Pharmaceuticals Inc

3.88 37M
Healthcare

Pinnacle Financial Partners Inc

3.47 33M
Financial Services

Agree Realty Corp

3.04 29M
Real Estate

Acadian Asset Management Inc

2.97 28M
Financial Services

Eastern Bankshares Inc Ordinary Shares

2.94 28M
Financial Services

SI-BONE Inc

2.85 27M
Healthcare

Neurocrine Biosciences Inc

2.59 25M
Healthcare

Ligand Pharmaceuticals Inc

2.24 21M
Healthcare

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