Pax MSCI EAFE ESG Leaders Index Instl (PXNIX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Pax MSCI EAFE ESG Leaders Index Instl
Portsmouth, NH 03801-3852
30 Penhallow Street, Suite 400
Pax World Funds Series Trust I
Management information
,Lead manager since 21 June 2021
Christine Cappabianca is a Portfolio Manager of the Global Women’s Fund, the Global Sustainable Infrastructure Fund, the U.S. Sustainable Economy Fund and the International Sustainable Economy Fund. Christine joined IAM in 2021. Prior to joining the Adviser, Ms. Cappabianca spent 14 years with BNY Mellon Investment Management, where she held several positions, most recently as senior quantitative research analyst and portfolio manager for the firm’s Internet of Things, Blockchain Innovation, U.S. Manufacturing and Smart Cures Innovation thematic strategies. She also served as the ESG data expert on Mellon’s ESG Council. Ms. Cappabianca has a Bachelor of Arts in Economics from Harvard University and a Master of Science in Investment Management from Boston University. She holds the Sustainability Accounting Standards Board Fundamentals of Sustainability Accounting Credential.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryForeign Large Blend
Fund familyImpax Asset Management
Net assets1.19B
YTD return7.35%
Yield2.56%
Morningstar rating★★★★
Inception date30 Mar 2014
Fund operations
Last dividend0.20
Last cap gain11.00
Holdings turnover56.00%
Average for categoryN/A
Fees and expenses
ExpensePXNIXCategory average
Annual report expense ratio (net)0.45%0.92%
Prospectus net expense ratio0.45%N/A
Prospectus gross expense ratio0.45%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.28%
Max deferred sales loadN/A1.46%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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