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Pax Large Cap Fund;Individual Investor

NAS: PAXLX

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/zigman2/quotes/205819511/realtime

$

14.70

Change

-0.14 -0.94%

Sep 17, 2021

YTD return

22.45%

5 yr avg return

n/a

Total net assets

50.90M

52 week low

52 week high

$10.82

$15.13

Yield

0.30%

Fees & Expenses

Front load

0.00%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

0.95%

12 b-1

0.25%

Turnover

43.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

0.02

Dividend freq.

Semiannual

Capital gain (2020)

0.73

Capital gain (YTD)

n/a

Risk Measures

Alpha

0.24

Beta

1.00

Standard deviation

5.30

R. squared

0.98

Min. Investment

Standard (taxable)

1000

IRA

n/a

Compare:
Indexes
  • Dow(INDU) INDU
  • Nasdaq (COMP) COMP
  • S&P 500 (SPX) SPX
  • Global Dow (GDOW) GDOW
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/news/latest/company/us/paxlx

MarketWatch News on PAXLX

Lipper Leader

Total Return: 5 Consistent Return: 5 Preservation: 5 Tax Efficiency: 1 Expense: 3

YTD Lipper Ranking: Quintile 1 (5th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD 22.45% 18.36% 19.30% 5% 1
1yr 39.74% 32.60% 34.00% 4% 1
3yr 20.48% 16.45% 17.50% 7% 1
5yr n/a 16.72% 17.90% n/a 0
10yr n/a 14.74% 16.1% n/a 0

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$24,034

Fund Comparison

Compare: Returns Risk Fees Holdings

Find Another Fund

Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Large-Cap Core Funds

Fund family

n/a

Fund status

Open

Fund inception

December 16, 2016

Manager

Braun/Browning

Investment Policy

The Fund seeks long-term growth by investing 80% of its net assets in equity securities of companies that have capitalizations within the range of S&P 500 Index. The Fund follows a sustainable investing approach, combining rigorous financial analysis with equally rigorous environmental, social and governance analysis.

/news/nonmarketwatch/company/us/paxlx

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