|Net Assets||1.76 Bil|
|Morningstar Risk||Below Average|
|Morningstar Return||Below Average|
- Last NAV update 3/7/2014 4:00 PM ET
|The investment seeks income and conservation of principal, and long term growth of capital is the secondary objective. 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. The fund may invest up to 45% of its assets in securities of non-U.S. issuers, but may invest no more than 25% of its assets in securities of non-U.S. issuers other than ADRs.|
- Year to date performance as of 3/7/2014 12:00 AM ET
|Fund Family||Pax World|
|Fund Manager||Christopher Brown|
|Minimum Initial Purchase||1,000.00|
|Minimum IRA Investment||NA|
- * Annualized returns
- Performance as of 3/7/2014 12:00 AM ET
|Net Assets||1.76 Bil||346.12 Mil|
|Avg Market Cap||41.84 Bil||34.10 Bil|
Copyright © 2014 Microsoft. All rights reserved.
Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.