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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1019 | 1017 | 1090 | 1080 | 1384 | 1947 |
Fund Return | 1.86% | 1.75% | 9.02% | 2.6% | 6.71% | 6.89% |
Place in category | 636 | 643 | 670 | 637 | 386 | 238 |
% in Category | 84 | 86 | 92 | 92 | 59 | 49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pax Global Environmental Mrkts Inst | 2.17B | 4.70 | 3.81 | 9.18 | ||
Pax Large Cap Fund Institutional | 1.32B | 2.11 | 5.57 | - | ||
Pax MSCI International ESG Idx Inst | 1.2B | 5.11 | 4.39 | 5.62 | ||
Pax Balanced Institutional | 982.52M | 1.89 | 2.86 | 7.16 | ||
Pax Small Cap Institutional | 633.52M | 3.21 | 4.70 | 7.29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 113.66B | 2.88 | 7.03 | 8.59 | ||
Vanguard Wellington Admiral | 100.34B | 2.27 | 6.17 | 8.84 | ||
American Funds American Balanced R6 | 57.07B | 2.94 | 7.37 | 8.93 | ||
Vanguard Balanced Index Adm | 47.01B | 2.10 | 6.18 | 8.47 | ||
Fidelity Balanced | 42.26B | 1.89 | 7.25 | 9.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Impax Large Cap Fund Institutional | - | 41.70 | - | - | |
Impax Core Bond Fund Institutional | - | 31.91 | - | - | |
Impax Small Cap Institutional | - | 4.89 | - | - | |
Impax High Yield Bond Institutional | - | 4.75 | - | - | |
Impax International Sust Econ Instl | - | 4.18 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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