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Pax World Funds (PAXHX)
General Fund Information
30 Penhallow Street - Suite 400 Portsmouth, NH 03801
Category:Fixed Income Funds
Assets: ($ millions)$195.6

Account min.:$1,000
Reinvest. min.:$50
IRA account min.: 
IRA reinvest min.: 
Type:Low Quality
Max. defer. load: 
Max. front load: 
Avg. P/E: 
Avg. P/B: 
Avg. YTM: 
Avg. Coupon Rate:6.30
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 Issues02/28/18
Shareholder activism:YES
Community investment:YES
Human rights:P
Products and Services:P
Animal testing:R
Nuclear power:-
Alcohol, tobacco & gambling:X/X/X

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 Performance02/28/18
Year to date: -0.37%
Year to date: -0.37%
1 Year: 2.71%
Annualized returns:
3 Year: 3.69%
5 Year: 3.30%
10 Year: 5.50%
Since inception: 5.41%
Inception date: 10/08/99
Bear Market: -6.03%
Bear Market Period:     —    
MPT Statistics02/28/18
Alpha 3YR:-1.25
Alpha 5YR:-1.55
Beta 3YR:0.96
Beta 5YR:0.92
R. Squared 3YR:92.88
R. Squared 5YR:90.71
Sharpe 3YR:0.58
Sharpe 5YR:0.59
Std. Dev. 3YR:5.06
Std. Dev. 5YR:5.06
Sectors Pie Chart 
No fund sectors available


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