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Pax World Funds (PXSIX)
General Fund Information
30 Penhallow Street - Suite 400 Portsmouth, NH 03801
Category:Institutional Funds
Assets: ($ millions)$566.0

Account min.:$250,000
Reinvest. min.: 
IRA account min.: 
IRA reinvest min.: 
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 Issues02/28/18
Shareholder activism:YES
Community investment:-
Human rights:P
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 Performance02/28/18
Year to date: -4.05%
Year to date: -4.05%
1 Year: 3.61%
Annualized returns:
3 Year: 4.83%
5 Year: 11.53%
10 Year:  
Since inception: 9.53%
Inception date: 03/27/08
Bear Market: -23.83%
Bear Market Period:     —    
MPT Statistics02/28/18
Alpha 3YR:-0.75
Alpha 5YR:3.03
Beta 3YR:0.65
Beta 5YR:0.68
R. Squared 3YR:87.44
R. Squared 5YR:86.51
Sharpe 3YR:0.46
Sharpe 5YR:1.10
Std. Dev. 3YR:10.19
Std. Dev. 5YR:10.19
Sectors Pie Chart 
No fund sectors available


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