Skip to Content

Impax Small Cap Institutional PXSIX

Medalist Rating as of | See Impax Investment Hub
  • NAV / 1-Day Return 17.33  /  −0.52 %
  • Total Assets 667.2 Mil
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.910%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 0.10%
  • Turnover 43%

USD | NAV as of Jul 19, 2024 | 1-Day Return as of Jul 19, 2024, 10:17 PM GMT+0

Morningstar’s Analysis PXSIX

Will PXSIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PXSIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 29.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Victory Capital Holdings Inc Class A

5.11 35.1 Mil
Financial Services

Ligand Pharmaceuticals Inc

3.47 23.8 Mil
Healthcare

BrightSphere Investment Group Inc

3.38 23.3 Mil
Financial Services

Onto Innovation Inc

3.38 23.2 Mil
Technology

Voya Financial Inc

2.66 18.3 Mil
Financial Services

US Foods Holding Corp

2.58 17.7 Mil
Consumer Defensive

Roivant Sciences Ltd Ordinary Shares

2.41 16.6 Mil
Healthcare

Axonics Inc

2.19 15.1 Mil
Healthcare

Arcosa Inc

2.18 14.9 Mil
Industrials

Health Catalyst Inc

2.08 14.3 Mil
Healthcare