Morningstar

Impax U.S. Sustainable Economy Investor Class PXWGX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Impax Investment Hub
  • NAV / 1-Day Return$28.55  /  −0.28%
  • Fund Size$932.2M
  • Adjusted Expense Ratio0.840%
  • Net Expense Ratio0.700%
  • Fee Level: DistributionAverage
  • Share Class TypeNo Load
  • Morningstar CategoryLarge Blend
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$1,000
  • Investment StatusOpen
  • TTM Yield0.82%
  • Turnover Ratio52%
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 Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PXWGX

More PXWGX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings37.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.6183M
Technology

Apple Inc

8.0077M
Technology

Microsoft Corp

5.2351M
Technology

Micron Technology Inc

2.7126M
Technology

Broadcom Inc

2.5325M
Technology

Alphabet Inc Class A

2.5124M
Communication Services

Johnson & Johnson

2.1321M
Healthcare

Visa Inc Class A

2.0820M
Financial Services

Alphabet Inc Class C

1.9219M
Communication Services

Amazon.com Inc

1.9118M
Consumer Cyclical

Sponsor Center

Site Index
United States Flag United States

© Copyright 2026 Morningstar, Inc. All rights reserved. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time.