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Morningstar

Impax Small Cap Investor PXSCX

Morningstar Medalist Rating
Medalist Rating as of | See Impax Investment Hub
  • NAV / 1-Day Return 14.47  /  1.63 %
  • Total Assets 658.3 Mil
  • Adj. Expense Ratio
    1.160%
  • Expense Ratio 1.160%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 38%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 12:21 AM GMT+0

Morningstar’s Analysis PXSCX

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

People Pillar

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

Impax Small Cap Investor's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PXSCX

More PXSCX Holdings
  • Current Portfolio Date
  • Equity Holdings 60
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 28.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ssc Government Mm Gvmxx

4.81
32,362,573
Cash and Equivalents

Voya Financial Inc

3.77
25,325,630
Financial Services

Victory Capital Holdings Inc Class A

3.70
24,870,000
Financial Services

Neurocrine Biosciences Inc

3.03
20,378,000
Healthcare

BrightSphere Investment Group Inc

2.77
18,594,847
Financial Services

Huron Consulting Group Inc

2.73
18,346,580
Industrials

Healthcare Realty Trust Inc

2.63
17,701,055
Real Estate

Onto Innovation Inc

2.54
17,101,086
Technology

Gates Industrial Corp PLC

2.49
16,721,451
Industrials

Belden Inc

2.48
16,670,400
Technology