Pax Small Cap Fund Quote
| PXSCX Fund | USD 17.75 0.08 0.45% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Pax Small is trading at 17.75 as of the 19th of January 2025; that is 0.45 percent up since the beginning of the trading day. The fund's open price was 17.67. Pax Small has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 19th of January 2025. 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. The fund may invest up to 45 percent of its assets in securities of non-U.S. More on Pax Small Cap
Moving together with Pax Mutual Fund
Pax Mutual Fund Highlights
| Fund Concentration | Impax Asset Management Funds, Large Funds, Small Blend Funds, Small Blend, Impax Asset Management, Large, Small Blend (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Pax Small Cap [PXSCX] is traded in USA and was established 19th of January 2025. Pax Small is listed under Impax Asset Management category by Fama And French industry classification. 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 0.46%, while the total return for the last 3 years was 0.87%.
Check Pax Small Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Pax Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Pax Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Pax Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Pax Small Cap Mutual Fund Constituents
| VCTR | Victory Capital Holdings | Stock | Financials | |
| BECN | Beacon Roofing Supply | Stock | Industrials | |
| VRNT | Verint Systems | Stock | Information Technology | |
| VRT | Vertiv Holdings Co | Stock | Industrials | |
| WEN | The Wendys Co | Stock | Consumer Discretionary | |
| CUBE | CubeSmart | Stock | Real Estate | |
| EME | EMCOR Group | Stock | Industrials | |
| CRI | Carters | Stock | Consumer Discretionary |
Pax Small Cap Risk Profiles
| Mean Deviation | 0.8022 | |||
| Standard Deviation | 1.2 | |||
| Variance | 1.44 | |||
| Risk Adjusted Performance | (0.01) |
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.
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