Impax Sustainable Allocation FundPAXWX

MUTUAL FUNDImpax
Type
Mutual fund
Peer group
Allocation
Net assets
$2.3B
Expense ratio
0.94%
1-year return
+8.9%
3 years, a year
+12.3%
5 years, a year
+5.1%
12-month yield
9.36%
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 Fund32.70%
Impax Large Cap Fund19.72%
Impax US Sustainable Economy Fund19.62%
Impax International Sustainable Economy Fund6.38%
Impax High Yield Bond Fund5.19%
Impax Small Cap Fund5.17%
JPMorgan U.S. Treasury Plus Money Market Fund4.08%
Impax Global Infrastructure ETF3.11%
Impax Global Opportunities Fund1.97%
Impax Global Environmental Markets Fund1.97%

More on PAXWX.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.