Pax Ellevate Global Fund Quote
| PXWEX Fund | USD 33.17 0.33 1.00% |
PerformanceVery Weak
| Odds Of DistressLow
|
Pax Ellevate is trading at 33.17 as of the 1st of March 2025; that is 1.00 percent up since the beginning of the trading day. The fund's open price was 32.84. Pax Ellevate 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 30th of January 2025 and ending today, the 1st of March 2025. Click here to learn more.
The fund seeks to construct a universe of companies around the world that advance and empower women through gender diversity on boards and in senior management, and that promote gender equity in the workplace through policies and practices focused on advancing gender diversity, inclusion and equity. More on Pax Ellevate Global
Moving together with Pax Mutual Fund
Pax Mutual Fund Highlights
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Pax Ellevate Global [PXWEX] is traded in USA and was established 1st of March 2025. Pax Ellevate is listed under Impax Asset Management category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of Impax Asset Management family. This fund at this time has accumulated 816.64 M in assets with no minimum investment requirementsPax Ellevate Global is currently producing year-to-date (YTD) return of 2.78% with the current yeild of 0.02%, while the total return for the last 3 years was 6.26%.
Check Pax Ellevate 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 Ellevate Global 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 Ellevate Global Mutual Fund Constituents
| IVV | iShares Core SP | Etf | Large Blend | |
| NKE | Nike Inc | Stock | Consumer Discretionary | |
| ADSK | Autodesk | Stock | Information Technology | |
| ACN | Accenture plc | Stock | Information Technology | |
| INTU | Intuit Inc | Stock | Information Technology | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| AAPL | Apple Inc | Stock | Information Technology |
Pax Ellevate Global Risk Profiles
| Mean Deviation | 0.6052 | |||
| Standard Deviation | 0.998 | |||
| Variance | 0.9959 | |||
| Risk Adjusted Performance | (0.04) |
Pax Ellevate Against Markets
Other Information on Investing in Pax Mutual Fund
Pax Ellevate 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 Ellevate security.
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