Morningstar

Impax Small Cap Fund Investor Class PXSCX

Morningstar Medalist Rating
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Medalist Rating as of See Impax Investment Hub
  • NAV / 1-Day Return$22.55  /  −0.88%
  • Fund Size$923.5M
  • Adjusted Expense Ratio1.160%
  • Net Expense Ratio1.160%
  • Fee Level: DistributionAverage
  • Share Class TypeNo Load
  • Morningstar CategorySmall Blend
  • Equity Style Box (Funds)Small Blend
  • Minimum Initial Investment$1,000
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio36%
NAV and 1-Day Return as of

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 Holdings30.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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JPMorgan US Treasury Plus MMkt IM

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Pinnacle Financial Partners Inc

3.4931M
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Acadian Asset Management Inc

3.1128M
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SI-BONE Inc

3.0327M
Healthcare

Agree Realty Corp

3.0227M
Real Estate

Eastern Bankshares Inc Ordinary Shares

3.0127M
Financial Services

Ligand Pharmaceuticals Inc

2.6523M
Healthcare

Neurocrine Biosciences Inc

2.5623M
Healthcare

Zebra Technologies Corp Ordinary Shares - Class A

2.4221M
Technology

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