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Pax World Funds (PXWEX)
General Fund Information
30 Penhallow Street - Suite 400 Portsmouth, NH 03801
Category:Domestic Equity Funds
Assets: ($ millions)$97.0

Account min.:$1,000
Reinvest. min.:$50
IRA account min.: 
IRA reinvest min.: 
Type:All Cap
Max. defer. load:0.00%
Max. front load:0.00%
Avg. P/E:23.08
Avg. P/B:5.54
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
The Pax World Women’s Equity 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. In selecting investments, the Fund seeks companies that take affirmative steps to attract, retain and promote women, and to advance gender equity and women’s empowerment in the workplace and beyond.
Social Issues08/31/18
Shareholder activism:YES
Community investment:-
Human rights:P
Products and Services:P
Animal testing:R
Nuclear power:X
Alcohol, tobacco & gambling:X/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 
Basic Industries4.52% 
Cap. Goods & Tech.11.80% 
Consumer Cyclicals8.82% 
Consumer Non-Cyclicals24.83% 
Non - US1.19% 
Fund Performance08/31/18
Year to date: 5.24%
Year to date: 5.24%
1 Year: 14.11%
Annualized returns:
3 Year: 12.58%
5 Year: 10.86%
10 Year: 5.77%
Since inception: 6.94%
Inception date: 10/01/93
Bear Market: -22.24%
Bear Market Period:     —    
MPT Statistics08/31/18
Alpha 3YR:-0.84
Alpha 5YR:-1.93
Beta 3YR:0.84
Beta 5YR:0.90
R. Squared 3YR:86.22
R. Squared 5YR:87.29
Sharpe 3YR:1.39
Sharpe 5YR:1.12
Std. Dev. 3YR:9.21
Std. Dev. 5YR:9.21
Sectors Pie Chart 
Sector Distribution Chart


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