Pax Small Cap Fund (PXSIX) Research

The fund primarily allocates a minimum of 80% of its net assets (including any funds acquired through borrowing for investment purposes) to common stocks of companies. These companies, at the time of acquisition, must possess market capitalizations that fall within the range of the Russell 2000 Index. Furthermore, the fund has the flexibility to commit up to 45% of its total assets to securities issued by companies based outside the U.S. However, a specific limitation dictates that no more than 25% of its assets may be invested in non-U.S. securities that are not structured as American Depositary Receipts (ADRs).

Market snapshot

Symbol
PXSIX
Price
$21.86
Day change
+1.49%
Market cap
$848.9M
52-week range
16.67-21.86
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Congress Mid Cap Growth Fund (CMIDX)
  • Invesco Energy Fund (IENAX)
  • Meridian Growth Fund (MRIGX)
  • Northern Small Cap Value Fund (NOSGX)
  • Red Oak Technology Select Fund (ROGSX)
  • Schwab Balanced Fund (SWOBX)
  • Abrdn Healthcare Opportunities Fund (THQ)
  • Allspring Large Cap Core Fund (WFLLX)

Open Pax Small Cap Fund (PXSIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.