1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 123 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 9.54 percent over the past year, 6.50 percent over the past three years, 11.36 percent over the past five years, and 5.04 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.5%|
|3 Years (Annualized)||6.5%|
|5 Years (Annualized)||11.4%|
|10 Years (Annualized)||5.0%|
The investment seeks income and conservation of principal, and long term growth of capital is the secondary objective. The fund follows a sustainable investing approach, combining rigorous financial analysis with equally rigorous environmental, social and governance (ESG) analysis in order to identify investments. It normally expects to invest approximately 60-75% of its assets in equity securities and approximately 25-40% of its assets in debt securities. The fund may invest up to 45% of its assets in securities of non-U.S. issuers, but may invest no more than 25% of its assets in securities of non-U.S. issuers other than ADRs.
Fees are Above Average compared to funds in the same category.
Pax World Balanced Fund has an expense ratio of 1.19 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.