Pax World Balanced Fund

Scorecard
2 / 5 Stars
Lipper
1 1 2 5 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
D+ (Sell)

#62 in Aggressive Allocation

U.S. News evaluated 120 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 14.07 percent over the past year, 7.04 percent over the past three years, 13.67 percent over the past five years, and 5.50 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 0.9%
1 Year 14.1%
3 Years (Annualized) 7.0%
5 Years (Annualized) 13.7%
10 Years (Annualized) 5.5%

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Summary

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

Fees are Above Average compared to funds in the same category.
Pax World Balanced Fund has an expense ratio of 0.94 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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