Pax World High Yield Bond Fund

Scorecard
2 / 5 Stars
Lipper
1 1 3 4 1
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
B- (Buy)

U.S. News evaluated 174 High Yield Bond 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 7.39 percent over the past year, 7.22 percent over the past three years, 12.60 percent over the past five years, and 7.29 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 2.1%
1 Year 7.4%
3 Years (Annualized) 7.2%
5 Years (Annualized) 12.6%
10 Years (Annualized) 7.3%

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Summary

The investment seeks high current income; as a secondary investment objective, it seeks capital appreciation. 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 invests at least 80% of its assets (plus any borrowings for investment purposes) in high-yield, fixed income securities (such as bonds, notes or debentures). The fund may invest up to 40% of its assets in securities of non-U.S. issuers, including investments in emerging markets.

Fees

Fees are Above Average compared to funds in the same category.
Pax World High Yield Bond Fund has an expense ratio of 0.73 percent.

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Risk

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

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