Morningstar

Impax U.S. Sustainable Economy Investor Class PXWGX

Morningstar Medalist Rating
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Medalist Rating as of See Impax Investment Hub
  • NAV / 1-Day Return $29.32  /  +0.51 %
  • Fund Size $976.7M
  • Adjusted Expense Ratio 0.840%
  • Net Expense Ratio 0.700%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.81%
  • Turnover Ratio 52%
NAV and 1-Day Return as of

Morningstar’s Analysis PXWGX

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

  • People Pillar

    The People Pillar is our evaluation of the PXWGX 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 PXWGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Impax US Sustainable Economy Investor holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings PXWGX

More PXWGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.85 98M
Technology

Apple Inc

6.66 74M
Technology

Microsoft Corp

4.53 50M
Technology

Broadcom Inc

2.34 26M
Technology

Visa Inc Class A

2.25 25M
Financial Services

Johnson & Johnson

2.21 24M
Healthcare

Micron Technology Inc

2.21 24M
Technology

Alphabet Inc Class A

2.16 24M
Communication Services

Mastercard Inc Class A

2.10 23M
Financial Services

Merck & Co Inc

1.99 22M
Healthcare

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