3 / 5 Stars
3 3 3 1 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 304 World Stock 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 27.53 percent over the past year, 12.18 percent over the past three years, and 20.34 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.7%|
|3 Years (Annualized)||12.2%|
|5 Years (Annualized)||20.3%|
|10 Years (Annualized)||N/A|
The investment 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 will invest primarily in equity securities of companies located around the world, including at least 40% of its net assets in securities of non-U.S. issuers, including those located in emerging markets. The fund invests in environmental markets-companies whose businesses and technologies focus on environmental markets.
Fees are Above Average compared to funds in the same category.
Pax World Global Environmental Markets Fund has an expense ratio of 1.65 percent.
Risk is Average compared to funds in the same category according to Morningstar.