Pax World Balanced Fund

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

#118 in Moderate Allocation

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.

See all Pax World funds

See full Moderate Allocation rankings

See more fund rankings

Performance

The fund has returned 16.79 percent over the past year, 8.10 percent over the past three years, 11.21 percent over the past five years, and 5.73 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 5.0%
1 Year 16.8%
3 Years (Annualized) 8.1%
5 Years (Annualized) 11.2%
10 Years (Annualized) 5.7%

See more PAXWX performance

Summary

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

Fees are Above Average compared to funds in the same category.
Pax World Balanced Fund has an expense ratio of 0.91 percent.

See more PAXWX fees

Risk

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

See more PAXWX risk

See Also:

Top Pax World Funds

Moderate Allocation Funds

Highest Returns (10-year)

See More Funds