Pax Esg Beta Fund Quote
| PXWGX Fund | USD 23.87 0.15 0.63% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Pax Esg is trading at 23.87 as of the 31st of January 2025; that is 0.63 percent up since the beginning of the trading day. The fund's open price was 23.72. Pax Esg 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 1st of January 2025 and ending today, the 31st of January 2025. Click here to learn more.
The Adviser follows a sustainable investing approach, investing in companies that the Adviser believes are well positioned to benefit from the transition to a more sustainable economy, integrating environmental, social and governance analysis into portfolio construction and managing the portfolio within certain risk parameters relative to the funds benchmark universe of Russell 1000 Index companies. More on Pax Esg Beta
Moving together with Pax Mutual Fund
Pax Mutual Fund Highlights
| Fund Concentration | Impax Asset Management Funds, Large Blend Funds, Large Blend, Impax Asset Management, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Pax Esg Beta [PXWGX] is traded in USA and was established 31st of January 2025. Pax Esg is listed under Impax Asset Management category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Impax Asset Management family. This fund at this time has accumulated 278.33 M in assets with no minimum investment requirementsPax Esg Beta is currently producing year-to-date (YTD) return of 2.79% with the current yeild of 0.02%, while the total return for the last 3 years was 10.9%.
Check Pax Esg 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 Esg Beta 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 Esg Beta Mutual Fund Constituents
| PRU | Prudential Financial | Stock | Financials | |
| AFL | Aflac Incorporated | Stock | Financials | |
| PNC | PNC Financial Services | Stock | Financials | |
| ZTS | Zoetis Inc | Stock | Health Care | |
| AAPL | Apple Inc | Stock | Information Technology | |
| WM | Waste Management | Stock | Industrials | |
| VZ | Verizon Communications | Stock | Communication Services | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology |
Pax Esg Beta Risk Profiles
| Mean Deviation | 0.7812 | |||
| Standard Deviation | 1.6 | |||
| Variance | 2.56 | |||
| Risk Adjusted Performance | (0.08) |
Pax Esg Against Markets
Other Information on Investing in Pax Mutual Fund
Pax Esg 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 Esg security.
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