PAXWX Pax Sustainable Allocation Fund Investor Class

This is an open ended mutual fund. The investment seeks income and conservation of principal as a secondary investment objective, the Balanced Fund seeks long-term growth of capital. The fund follows multi-asset environmental, social and governance (ESG) strategy that invests in underlying funds that integrate ESG analysis into security selection and portfolio construction. The adviser normally expects to invest approximately 50-75% of its assets in equity securities and 25-50% of its assets in debt securities (including but not limited to debt securities convertible into equity securities).

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As of 07/27/2021


Mutual Fund Information
Sponsor:     Pax World Mutual Funds
Category1:  Asset Allocation
Category2:  US
Category3:  Moderate
Morningstar category:  Allocation--50% to 70% Equity
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     08/10/1971
Market cap:     $1,603,130,000
Current yield:     0.77%
Fees:     0.9100%
All SEC Filings:  SEC Edgar Online
Summary Prospectus:  497
Semi-Annual filings:  N-CSR
Quarterly holdings:  NPORT
CUSIP:  704223106
ISIN:    US7042231065
Investment style: Actively managed

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