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Morningstar

Impax Small Cap Institutional PXSIX

Morningstar Medalist Rating
Medalist Rating as of | See Impax Investment Hub
  • NAV / 1-Day Return 14.88  /  0.47 %
  • Total Assets 587.9 Mil
  • Adj. Expense Ratio
    0.900%
  • 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 0.12%
  • Turnover 44%

USD | NAV as of Jun 05, 2023 | 1-Day Return as of Jun 05, 2023, 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.

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 Manager Research

Morningstar Manager Research

Summary

Impax Small Cap Institutional's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PXSIX

More PXSIX Holdings
  • Current Portfolio Date
  • Equity Holdings 59
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 29.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ssc Government Mm Gvmxx

4.32
26,032,082
Cash and Equivalents

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4.30
25,959,000
Financial Services

Voya Financial Inc

3.88
23,405,939
Financial Services

BrightSphere Investment Group Inc

3.27
19,730,810
Financial Services

Graphic Packaging Holding Co

2.94
17,720,306
Consumer Cyclical

Neurocrine Biosciences Inc

2.85
17,176,800
Healthcare

Belden Inc

2.49
14,989,100
Technology

Healthcare Realty Trust Inc

2.48
14,960,643
Real Estate

Health Catalyst Inc

2.41
14,546,385
Healthcare

Gates Industrial Corp PLC

2.35
14,180,044
Industrials