Pax Large Cap Fund Quote
| PAXLX Fund | USD 12.85 0.14 1.10% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Pax Large is trading at 12.85 as of the 5th of January 2025; that is 1.10 percent up since the beginning of the trading day. The fund's open price was 12.71. Pax Large has about a 21 % 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 6th of December 2024 and ending today, the 5th of January 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, when purchased, have capitalizations within the range of Standard Poors 500 Index as measured by market capitalization. It may invest up to 45 percent of its assets in securities of non-U.S. More on Pax Large Cap
Moving together with Pax Mutual Fund
Pax Mutual Fund Highlights
| Fund Concentration | Pax World Funds, Large Blend Funds, Large Blend, Pax World, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of December 2024 |
Pax Large Cap [PAXLX] is traded in USA and was established 5th of January 2025. Pax Large is listed under Pax World category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Pax World family. This fund at this time has accumulated 730.47 M in assets with no minimum investment requirementsPax Large Cap is currently producing year-to-date (YTD) return of 0.94% with the current yeild of 0.01%, while the total return for the last 3 years was 3.18%.
Check Pax Large 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 Large Cap 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 Large Cap Mutual Fund Constituents
| PG | Procter Gamble | Stock | Consumer Staples | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| EQIX | Equinix | Stock | Real Estate | |
| DIS | Walt Disney | Stock | Communication Services | |
| BIIB | Biogen Inc | Stock | Health Care | |
| LOW | Lowes Companies | Stock | Consumer Discretionary | |
| ZTS | Zoetis Inc | Stock | Health Care | |
| CVS | CVS Health Corp | Stock | Health Care |
Pax Large Cap Risk Profiles
| Mean Deviation | 0.7903 | |||
| Standard Deviation | 1.91 | |||
| Variance | 3.65 | |||
| Risk Adjusted Performance | (0.09) |
Pax Large Against Markets
Other Information on Investing in Pax Mutual Fund
Pax Large 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 Large security.
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