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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 16.19  /  +0.06 %
  • Total Assets 705.3 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 43%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM 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 Process Pillar and People 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-costliest 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 —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Jpmorgan Chase Var 12/49

5.09 34.0 Mil
—

Victory Capital Holdings Inc Class A

3.79 25.3 Mil
Financial Services

BrightSphere Investment Group Inc

3.48 23.2 Mil
Financial Services

Voya Financial Inc

3.26 21.8 Mil
Financial Services

Ciena Corp

2.75 18.3 Mil
Technology

Onto Innovation Inc

2.59 17.3 Mil
Technology

Health Catalyst Inc

2.57 17.1 Mil
Healthcare

Axonics Inc

2.49 16.6 Mil
Healthcare

Ligand Pharmaceuticals Inc

2.25 15.0 Mil
Healthcare

Huron Consulting Group Inc

2.23 14.9 Mil
Industrials