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Pax World Funds (PGRNX)
General Fund Information
30 Penhallow Street - Suite 400 Portsmouth, NH 03801
Category:International/Global Funds
Assets: ($ millions)$141.3

Account min.:$1,000
Reinvest. min.:$50
IRA account min.: 
IRA reinvest min.: 
Type:All Cap
Max. defer. load: 
Max. front load: 
Avg. P/E:25.71
Avg. P/B:4.87
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
The Pax World Global Green Fund seeks long term growth of capital by investing in companies whose businesses and technologies focus on mitigating the environmental impact of commerce. The Fund follows a Sustainable Investing approach and invests primarily in equity securities of companies located around the world, including at least 40% of its net assets in securities of non-U.S. issuers. The Fund invests in environmental markets, such as alternative energy and energy efficiency; water treatment and pollution control; and waste technology and resource management.
Social Issues08/31/18
Shareholder activism:-
Community investment:-
Human rights:-
Products and Services:-
Animal testing:-
Nuclear power:-
Alcohol, tobacco & gambling:-/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 Performance08/31/18
Year to date: -1.55%
Year to date: -1.55%
1 Year: 5.87%
Annualized returns:
3 Year: 11.85%
5 Year: 8.79%
10 Year: 6.71%
Since inception: 5.93%
Inception date: 03/27/08
Bear Market: -23.70%
Bear Market Period:     —    
MPT Statistics08/31/18
Alpha 3YR:5.18
Alpha 5YR:3.35
Beta 3YR:0.83
Beta 5YR:0.84
R. Squared 3YR:70.39
R. Squared 5YR:70.65
Sharpe 3YR:0.99
Sharpe 5YR:0.72
Std. Dev. 3YR:11.50
Std. Dev. 5YR:11.50
Sectors Pie Chart 
No fund sectors available


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