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Pax Ellevate Global Women's Leader Inv PXWEX Fund Analysis

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Morningstar’s Fund Analysis PXWEX

Will PXWEX outperform in future?

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

A narrow scope limits its appeal.

Summary

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Pax Ellevate Global Women’s Leadership is a systematic, well-diversified fund whose focus on gender diversity and environmental, social, and governance principles gives it an attractive quality tilt. However, its mandate omits significant portions of the global opportunity set, and it endures lofty turnover. The fund earns a Morningstar Analyst Rating of Neutral.

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