Pax World Mutual Funds List

Number of Funds: 11
Avg. Expense Ratio: 0.79%
Avg. 1 Year Return: 14.23%
Avg. 5 Year Return: 5.59%
Median Risk/Return Score: 46 / 100

11 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
PAXBX	PAX CORE BOND FUND	Intermediate Core Bond	Dec 16, 2016	0.71%	-0.82%	—	3.64%	17
PAXDX	Pax Global Sustainable Infrastructure Fund	Infrastructure Equities, Energy Equities	Dec 15, 2016	0.83%	5.11%	—	1.06%	46
PAXGX	Pax Global Opportunities Fund	Global Equities	Jun 26, 2018	1.21%	5.84%	—	6.54%	10
PAXHX	Pax High Yield Bond Fund	High Yield Bonds	Oct 8, 1999	0.93%	1.22%	4.57%	5.56%	70
PAXLX	PAX LARGE CAP FUND	Large Cap Blend Equities	Dec 16, 2016	0.97%	1.50%	—	29.12%	9
PAXWX	Pax Sustainable Allocation Fund	Diversified Portfolio	Aug 9, 1971	0.30%	4.77%	8.13%	9.36%	34
PGINX	Impax Global Environmental Markets Fund Institutio...	Global Equities, Sustainable, Alternative Energy Equities, Energy Equities	Mar 27, 2008	0.90%	15.27%	10.61%	20.32%	32
PXNIX	Pax International Sustainable Economy Fund Institu...	Foreign Large Cap Equities, ESG	—	0.47%	14.02%	9.34%	6.62%	62
PXSCX	Pax Small Cap Fund	Small Cap Blend Equities	Mar 27, 2008	1.15%	22.22%	9.32%	5.29%	85
PXWGX	Pax U.S. Sustainable Economy Fund	Large Cap Blend Equities	Jun 11, 1997	0.70%	11.23%	13.44%	4.93%	69
PXWIX	Pax Ellevate Global Women’s Leadership Fund Instit...	ESG, Global Equities	—	0.51%	11.88%	10.74%	8.91%	68

Explore top Pax World Mutual Fund Categories and Asset Classes

Pax World Equity Mutual funds Pax World Bond Mutual funds Pax World Multi-Asset Mutual funds Pax World Global Equities Mutual funds Pax World ESG Mutual funds Pax World Energy Equities Mutual funds Pax World Large Cap Blend Equities Mutual funds Pax World Alternative 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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Time Period

Best Pax World Mutual funds by Risk/Return Score

The top Pax World Mutual funds by PortfoliosLab Risk/Return Score are PXSCX (85) and PAXHX (70). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Symbol	Name	Risk / Return Rank	AUM	Inception
PXSCX	Pax Small Cap Fund	85	—	Mar 2008
PAXHX	Pax High Yield Bond Fund	70	—	Oct 1999
PXWGX	Pax U.S. Sustainable Economy Fund	69	—	Jun 1997
PXWIX	Pax Ellevate Global Women’s Leadership Fund Instit...	68	—	—
PXNIX	Pax International Sustainable Economy Fund Institu...	62	—	—

Best-Performing Pax World Mutual funds Over 5 Years

The top Pax World Mutual funds is PXWGX (11.38%). Across the lineup, Pax World Mutual funds show an average 1-year return of 14.23% and an average 5-year return of 5.59%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
PXWGX	Pax U.S. Sustainable Economy Fund	11.38%	—	Jun 1997
PXNIX	Pax International Sustainable Economy Fund Institu...	9.26%	—	—
PXSCX	Pax Small Cap Fund	7.65%	—	Mar 2008
PXWIX	Pax Ellevate Global Women’s Leadership Fund Instit...	7.64%	—	—
PAXLX	PAX LARGE CAP FUND	5.87%	—	Dec 2016

Lowest-Cost Pax World Mutual funds

The top Pax World Mutual funds is PAXWX (0.30%). With an average expense ratio of 0.79%, 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
PAXWX	Pax Sustainable Allocation Fund	0.30%	—	Aug 1971
PXNIX	Pax International Sustainable Economy Fund Institu...	0.47%	—	—
PXWIX	Pax Ellevate Global Women’s Leadership Fund Instit...	0.51%	—	—
PXWGX	Pax U.S. Sustainable Economy Fund	0.70%	—	Jun 1997
PAXBX	PAX CORE BOND FUND	0.71%	—	Dec 2016

Highest-Yield Pax World Mutual funds

The top Pax World Mutual funds is PAXLX (29.12%). Across the lineup, Pax World Mutual funds show an average dividend yield of 9.21%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Symbol	Name	Dividend Yield	AUM	Inception
PAXLX	PAX LARGE CAP FUND	29.12%	—	Dec 2016
PGINX	Impax Global Environmental Markets Fund Institutio...	20.32%	—	Mar 2008
PAXWX	Pax Sustainable Allocation Fund	9.36%	—	Aug 1971
PXWIX	Pax Ellevate Global Women’s Leadership Fund Instit...	8.91%	—	—
PXNIX	Pax International Sustainable Economy Fund Institu...	6.62%	—	—

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Top Mutual funds Comparisons

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