Pax World Balanced Fund

Scorecard
2 / 5 Stars
Lipper
1 1 2 4 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
D+ (Sell)

Fund Holdings

Asset Allocation

% Long % Net
Cash 1.43 1.43
Stocks 57.95 57.95
Bonds 32.05 32.05
Other 0.43 0.43
Foreign Bonds 1.23 1.23
Foreign Stocks 6.61 6.61
Convertible 0.0 0.0
Preferred 0.31 0.31

Updated 12.31.2013

Top 10 Holdings

Performance as of 03.31.2014

Portfolio as of 12.31.2013

Ticker YTD Return % % Net Assets
Becton Dickinson & Co BDX 6.62 2.43
US Treasury Note 0.25% --- --- 2.05
Apple Inc AAPL -2.91 2.04
Morgan Stanley MS -0.32 1.82
BlackRock Inc BLK 0.74 1.78
US Treasury Note 0.375% --- --- 1.76
US Treasury Note 0.5% --- --- 1.75
Occidental Petroleum Corporation OXY 0.55 1.67
Directv DTV 12.54 1.63
E.I. du Pont de Nemours & Company DD 4.99 1.53

Bond Ratings (%)

Updated 12.31.2013

Sector PAXWX
AAA 67.6
AA 3.8
A 14.5
BBB 11.7
BB 0.7
B 0.0
Below B 0.0
Other 1.7