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Impax Us Sustainable Economy Fund Investor Class: (MF: PXWGX)
(NASDAQ Mutual Funds) As of Jul 25, 2024 08:00 PM ET
$25.37 USD
-0.05 (-0.20%)
Zacks MF Rank
2-Buy of 5 2
Fund Description
The fund was incepted in June 1997 and is managed by Pax World Management Corp. The fund seeks long-term growth of capital, with current income, as the secondary objective. The fund invests primarily in equity securities (common stock, preferred stock and securities convertible into common stock) of established companies with above-average growth prospects. The fund may invest up to 25% of its assets in foreign companies. The fund pays dividends semi-annually in July and December. Capital gains, if any, are distributed annually in December.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Impax US Sustainable Economy Inv | PXWGX | NA | NA | 0.00 | 0.25 | 0.63 | 0.70 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Pax World Growth Fund Inv | PXWGX | 25.37 | 6/11/1997 | 0.90 | 22.95 | 8.95 | 13.48 |
| PAX World Growth Fund Inst | PWGIX | 27.12 | 4/5/2007 | 0.97 | 23.21 | 9.21 | 13.75 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Impax US Sustainable Economy Inv | PXWGX | 1000 | 50 | 0 | S |
Contact Information
| Family | Pax World |
| Address | 30 Penhallow Street, Suite 400 Portsmouth, NH 03801 |
| Phone | 800 767-1729 |