Pax World Global Environmental Markets Fund

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

U.S. News evaluated 303 World Stock 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 22.99 percent over the past year, 11.14 percent over the past three years, and 19.13 percent over the past five years.

Trailing Returns Updated 03.31.2014
Year to date 0.2%
1 Year 23.0%
3 Years (Annualized) 11.1%
5 Years (Annualized) 19.1%
10 Years (Annualized) N/A

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Summary

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

Fees are Above Average compared to funds in the same category.
Pax World Global Environmental Markets Fund has an expense ratio of 1.40 percent.

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Risk

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

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