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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1078 | 1007 | 1218 | 1041 | 1433 | 1957 |
Fund Return | 7.82% | 0.75% | 21.82% | 1.34% | 7.47% | 6.94% |
Place in category | 662 | 671 | 510 | 587 | 297 | 190 |
% in Category | 89 | 89 | 66 | 86 | 47 | 40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pax Global Environmental Mrkts Inst | 2.21B | 8.72 | 0.73 | 8.67 | ||
Pax Balanced Individual Investor | 1.36B | 7.61 | 1.10 | 6.67 | ||
Pax Large Cap Fund Institutional | 1.31B | 12.73 | 3.92 | - | ||
Pax MSCI International ESG Idx Inst | 1.16B | 9.08 | 2.32 | 5.33 | ||
Pax Small Cap Institutional | 605.18M | 11.74 | -0.44 | 6.70 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 110.83B | 13.30 | 5.24 | 8.16 | ||
Vanguard Wellington Admiral | 98.64B | 12.38 | 4.27 | 8.38 | ||
American Funds American Balanced R6 | 55.56B | 13.59 | 5.57 | 8.49 | ||
Vanguard Balanced Index Adm | 46.01B | 12.51 | 3.69 | 8.16 | ||
Fidelity Advisor Balanced T | 42.26B | 13.34 | 4.20 | 8.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Impax Large Cap Fund Institutional | - | 41.13 | - | - | |
Impax Core Bond Fund Institutional | - | 33.36 | - | - | |
Impax International Sust Econ Instl | - | 4.95 | - | - | |
Impax High Yield Bond Institutional | - | 4.54 | - | - | |
Impax Small Cap Institutional | - | 4.08 | - | - |
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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