Impax Sustainable Allocation FundPAXIX
Type
Mutual fund
Peer group
Allocation
Net assets
$2.3B
Expense ratio
0.69%
1-year return
+9.2%
3 years, a year
+12.6%
5 years, a year
+5.3%
12-month yield
9.22%
Holdings
10
What it aims to do.
The Sustainable Allocation Funds primary investment objective is to seek income and conservation of principal.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Impax Core Bond Fund | 32.70% |
| Impax Large Cap Fund | 19.72% |
| Impax US Sustainable Economy Fund | 19.62% |
| Impax International Sustainable Economy Fund | 6.38% |
| Impax High Yield Bond Fund | 5.19% |
| Impax Small Cap Fund | 5.17% |
| JPMorgan U.S. Treasury Plus Money Market Fund | 4.08% |
| Impax Global Infrastructure ETF | 3.11% |
| Impax Global Opportunities Fund | 1.97% |
| Impax Global Environmental Markets Fund | 1.97% |
More on PAXIX.
- PAXIX overview
- PAXIX holdings
- PAXIX risk
- PAXIX costs
- PAXIX money in and out
- PAXIX share classes
- Compare PAXIX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.