PXDIX Pax Global Sustainable Infrastructure Fund Institutional Class

This is an open ended mutual fund. The investment seeks income and capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities that pay dividends. The portfolio strategy favors large-capitalization domestic equity securities with stronger ESG scores (as determined by the adviser), higher dividends and underlying fundamentals to support those dividends, and higher quality investment fundamentals (based on a quantitative assessment of operating fundamentals and accruals) relative to the Russell 1000 Index.

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As of 07/27/2021


Mutual Fund Information
Sponsor:     Pax World Mutual Funds
Category1:  US Equity
Category2:  Broad market
Category3:  Large cap
Morningstar category:  Large Blend
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     12/16/2016
Market cap:     $92,900,000
Current yield:     2.27%
Fees:     0.0000%
All SEC Filings:  SEC Edgar Online
Summary Prospectus:  497
Semi-Annual filings:  N-CSR
Quarterly holdings:  NPORT
CUSIP:  704223445
ISIN:    US7042234457
Investment style: Actively managed

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