Impax Sustainable Allocation Fund Class Institutional
PAXIX
NASDAQ
Rating
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Risk
Fund Information
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Open/Closed to New Investors
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Cash
Stock
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Preferred
Convertible
Other
Services Offered
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Company Information
Provider
Impax Asset Management
Manager/Tenure
(Years)
(Years)
Anthony Trzcinka (19), Nathan Moser (10), Peter Schwab (7), 1 other
Website
Address
Pax World Management Corp.
Portsmouth NH - 03801-3853
Portsmouth NH - 03801-3853
Country
United States
Phone Number
603-501-7360
Investment Strategy
The investment seeks income and conservation of principal; as a secondary investment objective, the fund seeks long-term growth of capital. The adviser normally expects to invest approximately 50-75% of its assets in equity securities and 25-50% of its assets in debt securities (including but not limited to debt securities convertible into equity securities). The fund’s multi-asset ESG strategy is designed to achieve lower volatility by combining complementary investment approaches.