Pax Esg is trading at 10.35 as of the 21st of July 2025; that is 0.58 percent up since the beginning of the trading day. The fund's open price was 10.29. Pax Esg has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 22nd of April 2025 and ending today, the 21st of July 2025. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities of companies that the Adviser determines derive significant revenues from owning, operating, developing or distributing sustainable infrastructure-related goods, services or assets. More on Pax Esg Beta
Pax Esg Beta [PXDIX] is traded in USA and was established 21st of July 2025. Pax Esg is listed under Impax Asset Management category by Fama And French industry classification. The fund is listed under Infrastructure category and is part of Impax Asset Management family. This fund at this time has accumulated 112.37 M in assets with minimum initial investment of 250 K. Pax Esg Beta is currently producing year-to-date (YTD) return of 17.56% with the current yeild of 0.02%, while the total return for the last 3 years was 8.17%.
Check Pax Esg Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Pax Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Pax Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Pax Esg Beta Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Pax Esg financial ratios help investors to determine whether Pax Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Pax with respect to the benefits of owning Pax Esg security.