Back to homepageInstitutional ReportsSRI Financial Professionals DirectoryToolsNewsSRI Performance and TrendsAbout Us   
Mutual Fund Center

Pax World Funds (PXSIX)
General Fund Information
30 Penhallow Street - Suite 400 Portsmouth, NH 03801
Category:Institutional Funds
Assets: ($ millions)$533.1

Account min.:$250,000
Reinvest. min.: 
IRA account min.: 
IRA reinvest min.: 
Max. defer. load: 
Max. front load: 
Avg. P/E:30.42
Avg. P/B:3.24
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 Issues08/31/18
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 Performance08/31/18
Year to date: 2.42%
Year to date: 2.42%
1 Year: 12.66%
Annualized returns:
3 Year: 8.85%
5 Year: 8.81%
10 Year: 9.86%
Since inception: 9.74%
Inception date: 03/27/08
Bear Market: -23.83%
Bear Market Period:     —    
MPT Statistics08/31/18
Alpha 3YR:-1.17
Alpha 5YR:0.31
Beta 3YR:0.63
Beta 5YR:0.65
R. Squared 3YR:82.16
R. Squared 5YR:86.82
Sharpe 3YR:0.87
Sharpe 5YR:0.87
Std. Dev. 3YR:9.51
Std. Dev. 5YR:9.51
Sectors Pie Chart 
No fund sectors available


| 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