Morningstar

Impax Small Cap Fund Investor Class PXSCX

Morningstar Medalist Rating
Medalist Rating as of | See Impax Investment Hub
  • NAV / 1-Day Return 22.74  /  −0.09 %
  • Total Assets 961.6M
  • Adj. Expense Ratio
    1.160%
  • Expense Ratio 1.160%
  • Distribution Fee Level Average
  • Share Class Type No 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 Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0

Morningstar’s Analysis PXSCX

Will PXSCX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Impax Small Cap Investor 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 PXSCX

More PXSCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Victory Capital Holdings Inc Class A

5.52 47M
Financial Services

Ligand Pharmaceuticals Inc

4.68 39M
Healthcare

Acadian Asset Management Inc

3.65 31M
Financial Services

Neurocrine Biosciences Inc

3.01 25M
Healthcare

Eastern Bankshares Inc Ordinary Shares

2.99 25M
Financial Services

Mitek Systems Inc

2.93 25M
Technology

Arcosa Inc

2.58 22M
Industrials

Teradata Corp

2.52 21M
Technology

Pinnacle Financial Partners Inc

2.50 21M
Financial Services

SI-BONE Inc

2.39 20M
Healthcare

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