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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1010 | 1005 | 1080 | 1032 | 1410 | 1929 |
Fund Return | 1.02% | 0.55% | 7.95% | 1.05% | 7.11% | 6.79% |
Place in category | 575 | 674 | 593 | 453 | 168 | 146 |
% in Category | 77 | 89 | 79 | 68 | 28 | 31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pax Global Environmental Mrkts Inst | 2.23B | 1.98 | 0.85 | 7.93 | ||
Pax Large Cap Fund Institutional | 1.38B | 4.74 | 4.51 | - | ||
Pax Balanced Individual Investor | 1.35B | 0.92 | 0.80 | 6.51 | ||
Pax MSCI International ESG Idx Inst | 1.07B | 2.69 | 2.28 | 4.22 | ||
Pax Ellevate Global Womens Index Fu | 612.28M | -0.22 | 0.73 | 7.32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 104.38B | 2.71 | 3.71 | 7.63 | ||
Vanguard Wellington Admiral | 94.88B | 2.55 | 3.57 | 7.87 | ||
American Funds American Balanced R6 | 51.77B | 2.82 | 4.04 | 7.96 | ||
Vanguard Balanced Index Adm | 42.49B | 1.89 | 2.39 | 7.68 | ||
Fidelity Balanced K | 42.26B | 3.72 | 4.10 | 9.32 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Impax Large Cap Fund Institutional | - | 39.21 | - | - | |
Impax Core Bond Fund Institutional | - | 34.71 | - | - | |
Impax International Sust Econ Instl | - | 4.86 | - | - | |
Impax High Yield Bond Institutional | - | 4.48 | - | - | |
Impax Small Cap Institutional | - | 3.80 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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