Pax Sustainable Allocation Fund Investor Class (PAXWX) Research
The primary objectives of this investment are to provide current income and protect the initial principal. A secondary aim is to achieve long-term capital appreciation. The fund manager generally intends to deploy between 50% and 75% of assets into stocks, while dedicating 25% to 50% to fixed-income instruments, including those that can be exchanged for shares. This multi-asset approach, which incorporates Environmental, Social, and Governance (ESG) factors, is designed to reduce overall risk and volatility by blending diverse, yet synergistic, investment methodologies.
Market snapshot
- Symbol
- PAXWX
- Price
- $27.33
- Day change
- +0.89%
- Market cap
- $2.4B
- 52-week range
- 24.81-28.33
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Brown Capital Management International Small Company Fund Institutional Shares (BCSFX)
- Brown Capital Management International Small Company Fund Investor Shares (BCSVX)
- iShares Russell Mid-Cap Index Inv A (BRMAX)
- iShares Russell Mid-Cap Index K (BRMKX)
- The Gabelli Dividend & Income Trust (GDV)
- Madison Mid Cap Fund Class Y (GTSGX)
- Columbia Dividend Opportunity Fund Class A (INUTX)
- BlackRock Emerging Markets Fund, Inc. (MDDCX)
Open Pax Sustainable Allocation Fund Investor Class (PAXWX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.