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Pax World Funds (PAXHX)
General Fund Information
30 Penhallow Street - Suite 400 Portsmouth, NH 03801
(800) 767-1729www.paxworld.com
Category:Fixed Income Funds
Style:Intermediate
Assets: ($ millions)$203.3

Account min.:$1,000
Reinvest. min.:$50
IRA account min.: 
IRA reinvest min.: 
Type:Low Quality
Expenses:0.99%
Max. defer. load: 
Max. front load: 
Avg. P/E: 
Avg. P/B: 
Avg. YTM: 
Avg. Coupon Rate:6.50
Fund Description
The Pax World High Yield Bond Fund seeks to produce high current income and, as a secondary objective, capital appreciation. The Fund follows a Sustainable Investing approach and normally invests at least 80% of its assets in high-yield, fixed income securities (commonly referred to as "junk bonds"). The Fund seeks to invest in forward-thinking companies with sustainable business models that meet positive environmental, social and governance standards.
Social Issues11/30/17
Shareholder activism:YES
Community investment:YES
Environment:P
Human rights:P
Employment:P
Products and Services:P
Weapons:X
Animal testing:R
Nuclear power:-
Alcohol, tobacco & gambling:X/X/X
Other:

P =Positive screen: seeks companies with positive record
X =Exclusionary screen: avoids companies with poor record
"-"sign in the Alcohol, Tobacco, and Gambling column indicates no screen for this specific criteria
Sector Distribution 
No fund sectors available
Fund Performance11/30/17
Year to date: 6.35%
Year to date: 6.35%
1 Year: 8.94%
Annualized returns:
3 Year: 3.56%
5 Year: 4.01%
10 Year: 5.43%
Since inception: 5.50%
Inception date: 10/08/99
Bear Market: -6.03%
Bear Market Period:     —    
MPT Statistics11/30/17
Alpha 3YR:-1.95
Alpha 5YR:-1.51
Beta 3YR:0.98
Beta 5YR:0.93
R. Squared 3YR:92.12
R. Squared 5YR:90.72
Sharpe 3YR:0.55
Sharpe 5YR:0.74
Std. Dev. 3YR:5.08
Std. Dev. 5YR:5.08
Sectors Pie Chart 
No fund sectors available

 

 
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