- What does PAXWX invest in?
- The adviser normally expects to invest approximately 50-75% of its assets in equity securities and 25-50% of its assets in debt securities (including but not limited to debt securities convertible into equity securities). The fund’s multi-asset ESG strategy is designed to achieve lower volatility by combining complementary investment approaches.
- What is the expense ratio of PAXWX?
- Impax Sustainable Allocation Inv (PAXWX) charges an expense ratio of 0.93%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is PAXWX?
- Impax Sustainable Allocation Inv (PAXWX) manages $2.40B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is PAXWX actively managed or an index fund?
- PAXWX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was PAXWX launched?
- Impax Sustainable Allocation Inv (PAXWX) launched in January 1980 and is managed by the fund issuer.
- How has PAXWX performed?
- PAXWX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
