Pax Esg Beta Fund Quote
| PAXDX Fund | USD 9.29 0.01 0.11% |
PerformanceInsignificant
| Odds Of DistressLow
|
Pax Esg is trading at 9.29 as of the 13th of March 2025; that is 0.11 percent down since the beginning of the trading day. The fund's open price was 9.3. Pax Esg has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 13th of December 2024 and ending today, the 13th of March 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
Moving together with Pax Mutual Fund
Pax Mutual Fund Highlights
| Fund Concentration | Pax World Funds, Large Blend Funds, Infrastructure Funds, Infrastructure, Pax World (View all Sectors) |
| Update Date | 31st of March 2025 |
Pax Esg Beta [PAXDX] is traded in USA and was established 13th of March 2025. Pax Esg is listed under Pax World category by Fama And French industry classification. The fund is listed under Infrastructure category and is part of Pax World family. This fund at this time has accumulated 143.34 M in assets with no minimum investment requirementsPax Esg Beta is currently producing year-to-date (YTD) return of 6.83% with the current yeild of 0.02%, while the total return for the last 3 years was 2.85%.
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.
Top Pax Esg Beta Mutual Fund Constituents
| MMM | 3M Company | Stock | Industrials | |
| VZ | Verizon Communications | Stock | Communication Services | |
| MSFT | Microsoft | Stock | Information Technology | |
| WM | Waste Management | Stock | Industrials | |
| UNP | Union Pacific | Stock | Industrials | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology | |
| T | ATT Inc | Stock | Communication Services | |
| PRU | Prudential Financial | Stock | Financials |
Pax Esg Beta Risk Profiles
| Mean Deviation | 0.5937 | |||
| Standard Deviation | 0.7834 | |||
| Variance | 0.6137 | |||
| Risk Adjusted Performance | (0.02) |
Pax Esg Against Markets
Other Information on Investing in Pax Mutual Fund
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.
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