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Pax Ellevate Glbl Women’s Ldrsp Inst PXWIX

Analyst rating as of
NAV / 1-Day Return
30.80  /  1.32 %
Total Assets
783.9 Mil
Adj. Expense Ratio
0.550%
Expense Ratio
0.550%
Fee Level
Low
Longest Manager Tenure
6.80 years
Category
World Large Stock
Investment Style
Large Blend
Min. Initial Investment
250,000
Status
Open
TTM Yield
1.24%
Turnover
69%
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Morningstar’s Analysis

Will PXWIX outperform in future?

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

Committed to gender diversity but narrow in scope.

Associate Analyst

Summary

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Pax Ellevate Global Women’s Leadership Fund effectively diversifies risk while maintaining its focus on gender diversity. However, its ESG mandate leaves out significant portions of the investment opportunity set available to category peers. While this has served it well in recent years, there is no guarantee that it will continue to be the case in the future. It earns a Morningstar Analyst Rating of Neutral.

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