Pax High Yield Bond Fund (PAXHX.O)

At A Glance

You hold PAXHX.O in 0 portfolios

Net Asset Value

6.70USD

0.00 0.00%

11/18/2019

Category
General Domestic
YTD Return (Cumulative)
 12.00%
Classification
High Yield
5 Year Return (Annualized)
 3.55%
Manager Benchmark
Lipper High Yield Bd IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Growth of $10,000 over 10 years »

 PAXHX.O

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund FamilyPax World Management LLC
Inception Date10/08/1999
Portfolio Turnover57%
Dividend Yield--
Fund ManagerSiefers/Schwab
Manager Tenure2015
Pax World Management LLC
30 Penhallow Street
Portsmouth, NH 03801

Fees, Expenses, & Minimums

Load TypeNo load
Total Expense Ratio0.97%
Max 12b-1 Fee Ratio0.3x
Early Redemption Fee0.00%
Initial Investment$1,000
Subsequent Investments$50
Initial IRA Investments--
Subsequent IRA Investments--

Investment Strategy

The Fund seeks high current income. As a secondary investment objective, the Fund seeks capital appreciation. The Fund follows a sustainable investing approach, combining rigorous financial analysis with rigorous environmental, social, and governance analysis in order to identify investments.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
416
Consistent Return
 
415
Capital Preservation
 
5870
Low Expense
 
117
Tax Efficiency (U.S. only)
 
416

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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