|Net Assets||1.73 Bil|
|Morningstar Return||Below Average|
- Last NAV update
|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.|
- Year to date performance as of
|Fund Family||Pax World|
|Fund Manager||Christopher Brown|
|Minimum Initial Purchase||1,000.00|
|Minimum IRA Investment||NA|
- * Annualized returns
- Performance as of
|Net Assets||1.73 Bil||346.12 Mil|
|Avg Market Cap||42.73 Bil||46.47 Bil|
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