Morningstar

Impax Small Cap Fund Institutional Class PXSIX

Morningstar Medalist Rating
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Medalist Rating as of See Impax Investment Hub
  • NAV / 1-Day Return $22.24  /  +0.14 %
  • Fund Size $913.1M
  • Adjusted Expense Ratio 0.910%
  • Net Expense Ratio 0.910%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $250,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 36%
NAV and 1-Day Return as of

Morningstar’s Analysis PXSIX

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

  • People Pillar

    The People Pillar is our evaluation of the PXSIX 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 PXSIX’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 Institutional holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings PXSIX

More PXSIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Crinetics Pharmaceuticals Inc

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Pinnacle Financial Partners Inc

3.47 33M
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Agree Realty Corp

3.04 29M
Real Estate

Acadian Asset Management Inc

2.97 28M
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Eastern Bankshares Inc Ordinary Shares

2.94 28M
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SI-BONE Inc

2.85 27M
Healthcare

Neurocrine Biosciences Inc

2.59 25M
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Ligand Pharmaceuticals Inc

2.24 21M
Healthcare

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