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Impax Ellevate Global Women's Ldr Inv PXWEX

Medalist Rating as of | See Impax Investment Hub
  • NAV / 1-Day Return 32.81  /  −0.46 %
  • Total Assets 760.5 Mil
  • Adj. Expense Ratio
    0.770%
  • Expense Ratio 0.770%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Global Large-Stock Blend
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.92%
  • Turnover 32%

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

Morningstar’s Analysis PXWEX

Will PXWEX outperform in future?

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

Process changes don't alter the outlook.

Analyst Ryan Jackson

Ryan Jackson

Analyst

Summary

The new approach for Impax Ellevate Global Women's Leadership brings marginal improvements but doubles down on a gender factor score that remains unproven.

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Portfolio Holdings PXWEX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 26.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Consumer Cyclical

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Financial Services

Broadcom Inc

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1.73 13.1 Mil
Healthcare

Johnson & Johnson

1.53 11.6 Mil
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Netflix Inc

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Communication Services

Coca-Cola Co

1.45 11.0 Mil
Consumer Defensive