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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1075 | 969 | 1075 | 1017 | 1363 | 1881 |
Fund Return | 7.5% | -3.06% | 7.5% | 0.56% | 6.39% | 6.52% |
Place in category | 649 | 696 | 649 | 635 | 341 | 243 |
% in Category | 88 | 95 | 88 | 93 | 54 | 50 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pax Global Environmental Mrkts Inst | 2.1B | 5.12 | -1.58 | 8.42 | ||
Pax Large Cap Fund Institutional | 1.3B | 14.02 | 3.19 | - | ||
Pax MSCI International ESG Idx Inst | 1.13B | 5.04 | 0.99 | 5.25 | ||
Pax Balanced Institutional | 962.56M | 7.78 | 0.80 | 6.80 | ||
Pax Small Cap Institutional | 620.18M | 14.79 | 0.28 | 6.69 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 109.64B | 14.95 | 4.82 | 8.14 | ||
Vanguard Wellington Admiral | 102.03B | 14.86 | 4.06 | 8.44 | ||
American Funds American Balanced R6 | 55.25B | 15.30 | 5.15 | 8.47 | ||
Vanguard Balanced Index Adm | 47.65B | 14.59 | 3.84 | 8.17 | ||
Fidelity Balanced | 42.26B | 16.06 | 4.91 | 9.59 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Impax Large Cap Fund Institutional | - | 41.58 | - | - | |
Impax Core Bond Fund Institutional | - | 32.46 | - | - | |
Impax Small Cap Institutional | - | 5.05 | - | - | |
Impax High Yield Bond Institutional | - | 4.61 | - | - | |
Impax International Sust Econ Instl | - | 4.20 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Neutral |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Buy |
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