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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1037 | 1013 | 1130 | 1040 | 1479 | 1895 |
Fund Return | 3.73% | 1.33% | 12.98% | 1.32% | 8.14% | 6.6% |
Place in category | 611 | 691 | 592 | 523 | 239 | 189 |
% in Category | 81 | 88 | 78 | 77 | 39 | 40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pax Global Environmental Mrkts Inst | 2.26B | 6.65 | 2.03 | 8.17 | ||
Pax Large Cap Fund Institutional | 1.42B | 7.98 | 4.98 | - | ||
Pax MSCI International ESG Idx Inst | 1.14B | 9.58 | 3.46 | 4.75 | ||
Pax Balanced Institutional | 938.25M | 3.85 | 1.57 | 6.87 | ||
Pax Ellevate Global Womens Index Fu | 624.99M | 3.70 | 1.44 | 7.51 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 106.27B | 5.79 | 4.12 | 7.77 | ||
Vanguard Wellington Admiral | 97.95B | 5.98 | 4.42 | 8.07 | ||
American Funds American Balanced R6 | 52.67B | 5.90 | 4.43 | 8.09 | ||
Vanguard Balanced Index Adm | 43.78B | 5.49 | 3.46 | 7.86 | ||
Fidelity Balanced K | 42.26B | 7.56 | 5.14 | 9.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Impax Large Cap Fund Institutional | - | 40.47 | - | - | |
Impax Core Bond Fund Institutional | - | 34.11 | - | - | |
Impax International Sust Econ Instl | - | 4.63 | - | - | |
Impax High Yield Bond Institutional | - | 4.51 | - | - | |
Impax Small Cap Institutional | - | 3.88 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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