2 / 5 Stars
1 1 2 5 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 233 Moderate 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 17.03 percent over the past year, 8.36 percent over the past three years, 11.49 percent over the past five years, and 5.92 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.1%|
|3 Years (Annualized)||8.4%|
|5 Years (Annualized)||11.5%|
|10 Years (Annualized)||5.9%|
The investment seeks to seek income and conservation of principal; as a secondary investment objective, the Balanced Fund seeks long-term growth of capital. 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, though this allocation may vary somewhat depending on market conditions.
Fees are Above Average compared to funds in the same category.
Pax World Balanced Fund has an expense ratio of 0.66 percent.
Risk is High compared to funds in the same category according to Morningstar.