Pax Global Opportunities Fund Quote
| PAXGX Fund | USD 16.01 0.28 1.78% |
PerformanceVery Weak
| Odds Of DistressLow
|
Pax Global is trading at 16.01 as of the 14th of March 2025; that is 1.78 percent up since the beginning of the trading day. The fund's open price was 15.73. Pax Global has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 14th of December 2024 and ending today, the 14th of March 2025. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its net assets in companies that its Adviser or Sub-Adviser believe will benefit from the transition to a more sustainable global economy - the shift away from a depletive economy to one that preserves ecological and societal balance for the benefit of future generations.. More on Pax Global Opportunities
Moving together with Pax Mutual Fund
Pax Mutual Fund Highlights
| Fund Concentration | Pax World Funds, Large Growth Funds, World Large-Stock Growth Funds, World Large-Stock Growth, Pax World, Large Growth, World Large-Stock Growth (View all Sectors) |
| Update Date | 31st of March 2025 |
Pax Global Opportunities [PAXGX] is traded in USA and was established 14th of March 2025. Pax Global is listed under Pax World category by Fama And French industry classification. The fund is listed under World Large-Stock Growth category and is part of Pax World family. This fund at this time has accumulated 35.18 M in assets with no minimum investment requirementsPax Global Opportunities is currently producing year-to-date (YTD) return of 0.68% with the current yeild of 0.0%, while the total return for the last 3 years was 7.27%.
Check Pax Global 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 Global Opportunities 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 Global Opportunities Mutual Fund Constituents
| XYL | Xylem Inc | Stock | Industrials | |
| ADI | Analog Devices | Stock | Information Technology | |
| CDNS | Cadence Design Systems | Stock | Information Technology | |
| ECL | Ecolab Inc | Stock | Materials | |
| EQIX | Equinix | Stock | Real Estate | |
| IQV | IQVIA Holdings | Stock | Health Care | |
| MA | Mastercard | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology |
Pax Global Opportunities Risk Profiles
| Mean Deviation | 0.7448 | |||
| Standard Deviation | 0.9708 | |||
| Variance | 0.9424 | |||
| Risk Adjusted Performance | (0.12) |
Pax Global Against Markets
Other Information on Investing in Pax Mutual Fund
Pax Global 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 Global security.
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