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Pax World Funds (PXSIX)
General Fund Information
30 Penhallow Street - Suite 400 Portsmouth, NH 03801
(800) 767-1729www.paxworld.com
Category:Institutional Funds
Style:Growth
Assets: ($ millions)$580.1

Account min.:$250,000
Reinvest. min.: 
IRA account min.: 
IRA reinvest min.: 
Type:Small-Cap
Expenses:0.94%
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 Issues12/31/17
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 Performance12/31/17
Year to date: 9.10%
Year to date: 9.10%
1 Year: 9.10%
Annualized returns:
3 Year: 7.51%
5 Year: 13.88%
10 Year:  
Since inception: 10.16%
Inception date: 03/27/08
Bear Market: -23.83%
Bear Market Period:     —    
MPT Statistics12/31/17
Alpha 3YR:0.92
Alpha 5YR:4.09
Beta 3YR:0.65
Beta 5YR:0.67
R. Squared 3YR:88.49
R. Squared 5YR:87.55
Sharpe 3YR:0.73
Sharpe 5YR:1.35
Std. Dev. 3YR:10.03
Std. Dev. 5YR:10.03
Sectors Pie Chart 
No fund sectors available

 

 
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