Morningstar

Impax Small Cap Fund Institutional Class PXSIX

Morningstar Medalist Rating
Medalist Rating as of | See Impax Investment Hub
  • NAV / 1-Day Return 23.17  /  +0.04 %
  • Total Assets 952.7M
  • 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 0.00
  • Turnover 36%

USD | NAV as of Jul 15, 2026 | 1-Day Return as of Jul 15, 2026, 12:11 AM GMT+0

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
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Portfolio Holdings PXSIX

More PXSIX 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

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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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