Morningstar

Impax U.S. Sustainable Economy Investor Class PXWGX

Morningstar Medalist Rating
Medalist Rating as of | See Impax Investment Hub
  • NAV / 1-Day Return 29.07  /  +0.14 %
  • Total Assets 969.0M
  • Adj. Expense Ratio
    0.840%
  • Expense Ratio 0.700%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.81%
  • Turnover 52%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:11 AM GMT+0

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

8.28 89M
Technology

Apple Inc

6.68 72M
Technology

Microsoft Corp

4.27 46M
Technology

Broadcom Inc

2.53 27M
Technology

Alphabet Inc Class A

2.34 25M
Communication Services

Visa Inc Class A

2.23 24M
Financial Services

Johnson & Johnson

2.19 24M
Healthcare

Amazon.com Inc

2.12 23M
Consumer Cyclical

Mastercard Inc Class A

2.11 23M
Financial Services

Micron Technology Inc

1.95 21M
Technology

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