Pax World Mutual Funds List
Here you can find all mutual funds issued by Pax World and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 9
- Avg. Expense Ratio
- 0.86%
- Avg. 1 Year Return
- 16.83%
- Avg. 5 Year Return
- 5.50%
- Median Risk/Return Score
- 32 / 100
Pax World Mutual Funds List
9 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PAX CORE BOND FUND | Intermediate Core Bond | Dec 16, 2016 | 0.71% | 0.32% | — | 3.83% | 19 | ||||||||
| Pax Global Sustainable Infrastructure Fund | Energy Equities | Dec 15, 2016 | 0.83% | 5.11% | — | 2.06% | 18 | ||||||||
| Pax Global Opportunities Fund | Global Equities | Jun 26, 2018 | 1.21% | 4.69% | — | 6.56% | 8 | ||||||||
| Pax High Yield Bond Fund | High Yield Bonds | Oct 8, 1999 | 0.93% | 1.72% | 4.95% | 5.98% | 75 | ||||||||
| PAX LARGE CAP FUND | Large Cap Blend Equities | Dec 16, 2016 | 0.97% | 4.72% | — | 28.06% | 22 | ||||||||
| Pax Sustainable Allocation Fund | Diversified Portfolio | Aug 9, 1971 | 0.30% | 5.17% | 8.43% | 9.17% | 41 | ||||||||
| Impax Global Environmental Markets Fund Institutio... | Global Equities, Sustainable, Alternative Energy Equities | Mar 27, 2008 | 0.90% | 15.72% | 10.99% | 20.49% | 32 | ||||||||
| Pax Small Cap Fund | Small Cap Blend Equities | Mar 27, 2008 | 1.15% | 11.68% | 8.57% | 5.79% | 50 | ||||||||
| Pax U.S. Sustainable Economy Fund | Large Cap Blend Equities | Jun 11, 1997 | 0.70% | 12.77% | 13.92% | 4.78% | 75 |
Explore top Pax World Mutual Fund Categories and Asset Classes
Pax World Equity Mutual fundsPax World Bond Mutual fundsPax World Multi-Asset Mutual fundsPax World Global Equities Mutual fundsPax World Large Cap Blend Equities Mutual fundsPax World Alternative Energy Equities Mutual fundsPax World Diversified Portfolio Mutual fundsPax World Energy Equities Mutual funds
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Pax World Mutual funds by Risk/Return Score
The top Pax World Mutual funds by PortfoliosLab Risk/Return Score are PAXHX (75) and PXWGX (75).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Pax High Yield Bond Fund | 75 | — | Oct 1999 | |
| Pax U.S. Sustainable Economy Fund | 75 | — | Jun 1997 | |
| Pax Small Cap Fund | 50 | — | Mar 2008 | |
| Pax Sustainable Allocation Fund | 41 | — | Aug 1971 | |
| Impax Global Environmental Markets Fund Institutio... | 32 | — | Mar 2008 |
Best-Performing Pax World Mutual funds Over 5 Years
The top Pax World Mutual funds is PXWGX (12.91%).
Across the lineup, Pax World Mutual funds show an average 1-year return of 16.83% and an average 5-year return of 5.50%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Pax U.S. Sustainable Economy Fund | 12.91% | — | Jun 1997 | |
| PAX LARGE CAP FUND | 7.38% | — | Dec 2016 | |
| Impax Global Environmental Markets Fund Institutio... | 6.70% | — | Mar 2008 | |
| Pax Small Cap Fund | 5.97% | — | Mar 2008 | |
| Pax Sustainable Allocation Fund | 5.64% | — | Aug 1971 |
Lowest-Cost Pax World Mutual funds
The top Pax World Mutual funds is PAXWX (0.30%).
With an average expense ratio of 0.86%, Pax World Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Pax Sustainable Allocation Fund | 0.30% | — | Aug 1971 | |
| Pax U.S. Sustainable Economy Fund | 0.70% | — | Jun 1997 | |
| PAX CORE BOND FUND | 0.71% | — | Dec 2016 | |
| Pax Global Sustainable Infrastructure Fund | 0.83% | — | Dec 2016 | |
| Impax Global Environmental Markets Fund Institutio... | 0.90% | — | Mar 2008 |
Highest-Yield Pax World Mutual funds
The top Pax World Mutual funds is PAXLX (28.06%).
Across the lineup, Pax World Mutual funds show an average dividend yield of 9.64%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| PAX LARGE CAP FUND | 28.06% | — | Dec 2016 | |
| Impax Global Environmental Markets Fund Institutio... | 20.49% | — | Mar 2008 | |
| Pax Sustainable Allocation Fund | 9.17% | — | Aug 1971 | |
| Pax Global Opportunities Fund | 6.56% | — | Jun 2018 | |
| Pax High Yield Bond Fund | 5.98% | — | Oct 1999 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
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