sri-advisor.com
Back to homepageInstitutional ReportsSRI Financial Professionals DirectoryToolsNewsSRI Performance and TrendsAbout Us   
Mutual Fund Center



Pax World Funds (PXSCX)
General Fund Information
30 Penhallow Street - Suite 400 Portsmouth, NH 03801
(800) 767-1729www.paxworld.com
Category:Domestic Equity Funds
Style:Growth
Assets: ($ millions)$225.9

Account min.:$1,000
Reinvest. min.:$50
IRA account min.: 
IRA reinvest min.: 
Type:Small-Cap
Expenses:1.19%
Max. defer. load: 
Max. front load: 
Avg. P/E:34.75
Avg. P/B:3.11
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
The Pax World Small Cap Fund seeks long-term growth of capital. The Fund follows a Sustainable Investing approach and normally invests at least 80% of its net assets in equity securities of companies that have capitalizations within the range of the Russell 2000 Index ($167 million to $2.75 billion). 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:-
Environment:P
Human rights:P
Employment:P
Products and Services:-
Weapons:X
Animal testing:-
Nuclear power:-
Alcohol, tobacco & gambling:-/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: 7.64%
Year to date: 7.64%
1 Year: 10.75%
Annualized returns:
3 Year: 7.81%
5 Year: 13.77%
10 Year:  
Since inception: 9.85%
Inception date: 03/27/08
Bear Market: -23.91%
Bear Market Period:     —    
MPT Statistics11/30/17
Alpha 3YR:0.46
Alpha 5YR:3.47
Beta 3YR:0.66
Beta 5YR:0.67
R. Squared 3YR:89.11
R. Squared 5YR:87.69
Sharpe 3YR:0.76
Sharpe 5YR:1.34
Std. Dev. 3YR:10.01
Std. Dev. 5YR:10.01
Sectors Pie Chart 
No fund sectors available

 

 
Home
| Reports | SRI Financial Professionals Directory | Tools | News | SRI Performance and Trends | About Us | Contact
© SRI World Group, Inc. - All rights reserved
Terms of use - Privacy Policy - OneReportTM Network