| Exchange Hours | Website |
|---|---|
| 9:30 - 15:59 ET | impaxam.com |
| Fund | Symbol | Initial Investment Minimum1 |
Advisor Initial Minimum1 |
Investment Type |
Load Type |
Share Class |
Transaction Fee |
|---|---|---|---|---|---|---|---|
| PAX BALANCED FUND | PAXWX | USD 1,000 | USD 0 | Balanced | No Load | INVESTOR | No |
| PAX ESG BETA QUALITY FUND | PXWGX | USD 1,000 | USD 0 | Equity | No Load | INVESTOR | No |
| PAX MSCI EAFE ESG LEADERS INDEX FUND | PXINX | USD 1,000 | USD 0 | Stock | No Load | INVESTOR | No |
| PAX HIGH YIELD BOND FUND | PAXHX | USD 1,000 | USD 0 | Bond | No Load | INVESTOR | No |
| PAX HIGH YIELD BOND FUND | PXHIX | USD 250,000 | USD 0 | Bond | No Load | INSTITUTIONAL | Yes |
| PAX BALANCED FUND | PAXIX | USD 250,000 | USD 0 | Balanced | No Load | INSTITUTIONAL | Yes |
| PAX ESG BETA QUALITY FUND | PWGIX | USD 250,000 | USD 0 | Equity | No Load | INSTITUTIONAL | Yes |
| PAX SMALL CAP FUND | PXSCX | USD 1,000 | USD 0 | Equity | No Load | INVESTOR | No |
| PAX SMALL CAP FUND | PXSIX | USD 250,000 | USD 0 | Equity | No Load | INSTITUTIONAL | Yes |
| PAX GLOBAL ENVIRONMENTAL MARKETS FUND | PGRNX | USD 1,000 | USD 0 | Stock | No Load | INVESTOR | No |
| PAX GLOBAL ENVIRONMENTAL MARKETS FUND | PGINX | USD 250,000 | USD 0 | Stock | No Load | INSTITUTIONAL | Yes |
| PAX MSCI EAFE ESG LEADERS INDEX FUND | PXNIX | USD 250,000 | USD 0 | Stock | No Load | INSTITUTIONAL | Yes |
| PAX WORLD MUTUAL FUNDS ESG MANAGERS GROWTH PORTFOLIO | PAGIX | USD 250,000 | USD 0 | Mixed Investments | No Load | INSTITUTIONAL | Yes |
| PAX SUSTAINABLE MANAGERS CAPITAL APPRECIATION FUND | PMIIX | USD 250,000 | USD 0 | Mixed Investments | No Load | INSTITUTIONAL | Yes |
| PAX WORLD MUTUAL FUNDS ESG MANAGERS BALANCED PORTFOLIO | PWPIX | USD 250,000 | USD 0 | Mixed Investments | No Load | INSTITUTIONAL | Yes |
| PAX SUSTAINABLE MANAGERS TOTAL RETURN FUND | PWMIX | USD 250,000 | USD 0 | Mixed Investments | No Load | INSTITUTIONAL | Yes |
| PAX ELLEVATE GLOBAL WOMEN'S INDEX FUND | PXWEX | USD 1,000 | USD 0 | Stock | No Load | INVESTOR | No |
| PAX ELLEVATE GLOBAL WOMEN'S INDEX FUND | PXWIX | USD 250,000 | USD 0 | Stock | No Load | INSTITUTIONAL | Yes |
| PAX MID CAP FUND | PMIDX | USD 250,000 | USD 0 | Equity | No Load | INSTITUTIONAL | Yes |
| PAX SUSTAINABLE MANAGERS CAPITAL APPRECIATION FUND | PWCAX | USD 1,000 | USD 0 | Mixed Investments | No Load | INDIVIDUAL INVESTOR | No |
| PAX SUSTAINABLE MANAGERS TOTAL RETURN FUND | PWTRX | USD 1,000 | USD 0 | Mixed Investments | No Load | INDIVIDUAL INVESTOR | No |
| PAX MID CAP FUND | PWMDX | USD 1,000 | USD 0 | Equity | No Load | INVESTOR | No |
| PAX LARGE CAP FUND | PXLIX | USD 250,000 | USD 0 | Equity | No Load | INSTITUTIONAL | Yes |
| PAX CORE BOND FUND | PXBIX | USD 250,000 | USD 0 | Bond | No Load | INSTITUTIONAL | Yes |
| PAX ESG BETA DIVIDEND FUND | PXDIX | USD 250,000 | USD 0 | Stock | No Load | INSTITUTIONAL | Yes |
Notes: