Pax Small Cap Fund Quote

PXSAX Fund  USD 19.52  0.31  1.61%   

Performance

13 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 17

 
High
 
Low
Low
Pax Small is trading at 19.52 as of the 27th of November 2024; that is 1.61% up since the beginning of the trading day. The fund's open price was 19.21. Pax Small has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Pax Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of December 2022 and ending today, the 27th of November 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in equity securities of companies that, when purchased, have capitalizations within the range of the Russell 2000 Index as measured by market capitalization. PAX Small is traded on NASDAQ Exchange in the United States. More on Pax Small Cap

Moving together with Pax Mutual Fund

  0.99VSMAX Vanguard Small CapPairCorr
  0.88VSCIX Vanguard Small CapPairCorr
  0.99VSCPX Vanguard Small CapPairCorr
  0.88NAESX Vanguard Small CapPairCorr
  0.88FSSNX Fidelity Small CapPairCorr
  0.89DFSTX Us Small CapPairCorr

Moving against Pax Mutual Fund

  0.6BTMPX Ishares Msci EafePairCorr
  0.6BTMKX Blackrock InternationalPairCorr
  0.6MDIIX Blackrock Intern IndexPairCorr

Pax Mutual Fund Highlights

Fund ConcentrationSmall Blend, Impax Asset Management, Large, Small Blend (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
Pax Small Cap [PXSAX] is traded in USA and was established 27th of November 2024. The fund is listed under Small Blend category and is part of Impax Asset Management family. This fund at this time has accumulated 655.9 M in assets with no minimum investment requirementsPax Small Cap is currently producing year-to-date (YTD) return of 20.74%, while the total return for the last 3 years was 1.41%.
Check Pax Small Probability Of Bankruptcy

Instrument Allocation

Top Pax Small Cap Mutual Fund Constituents

CUBECubeSmartStockReal Estate
CFFNCapitol Federal FinancialStockFinancials
VOYAVoya FinancialStockFinancials
GNTXGentexStockConsumer Discretionary
USFDUS Foods HoldingStockConsumer Staples
HTBIHomeTrust BancsharesStockFinancials
ICLRICON PLCStockHealth Care
CRICartersStockConsumer Discretionary
More Details

Pax Small Cap Risk Profiles

Pax Small Against Markets

Other Information on Investing in Pax Mutual Fund

Pax Small financial ratios help investors to determine whether Pax Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Pax with respect to the benefits of owning Pax Small security.
Price Exposure Probability
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