Impax Sustainable Allocation Inv

Frequently Asked Questions About PAXWX

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 0.94%. 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.