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Impax Sustainable Allocation Fund Class Institutional (PAXIX)

US Funds

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26.21 -0.31 -1.17%

10/01 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 962.56M

Type: Fund

Market: United States

Asset Class: Equity

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PAXIX Holdings

Comprehensive information about top holdings and Key Holding Information for the Pax Balanced Institutional (PAXIX) fund. Our Pax Balanced Institutional portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	2.43	2.47	0.04
Stocks	61.22	61.22	0.00
Bonds	36.24	36.24	0.00
Preferred	0.09	0.09	0.00
Other	0.03	0.03	0.00

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.99	18.60
Price to Book	3.11	3.25
Price to Sales	2.15	2.27
Price to Cash Flow	15.20	12.69
Dividend Yield	1.72	1.93
5 Years Earnings Growth	12.42	11.54

Sector Allocation

Name	Net %	Category Average
Technology	28.23	24.02
Healthcare	15.60	12.93
Financial Services	15.18	15.28
Industrials	11.36	10.26
Consumer Cyclical	7.50	9.92
Communication Services	6.95	7.44
Consumer Defensive	6.00	6.18
Real Estate	3.60	4.46
Utilities	2.78	3.27
Basic Materials	2.72	3.37
Energy	0.08	4.95

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 12

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Impax Large Cap Fund Institutional	-	41.58	-	-
Impax Core Bond Fund Institutional	-	32.46	-	-
Impax Small Cap Institutional	-	5.05	-	-
Impax High Yield Bond Institutional	-	4.61	-	-
Impax International Sust Econ Instl	-	4.20	-	-
Impax Global Opportunities Institutional	-	3.07	-	-
Impax Global Environmental Markets Instl	-	2.83	-	-
Impax Ellevate Global Women's Ldr Instl	-	2.76	-	-
Impax Global Sustainable Infras Instl	-	2.64	-	-

Top Equity Funds by Impax Asset Management

Name	Total Assets	YTD%	3Y%	10Y%
Pax Global Environmental Mrkts Inst	2.1B	5.12	-1.58	8.42
Pax Balanced Individual Investor	1.34B	7.50	0.56	6.52
Pax Large Cap Fund Institutional	1.3B	14.02	3.19	-
Pax MSCI International ESG Idx Inst	1.13B	5.04	0.99	5.25
Pax Small Cap Institutional	620.18M	14.79	0.28	6.69

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Pax Balanced Inst.	26.21	-0.31	-1.17%