The new approach for Impax Ellevate Global Women's Leadership brings marginal improvements but doubles down on a gender factor score that remains unproven.
Impax Ellevate Global Women's Ldr Instl PXWIX
- NAV / 1-Day Return 32.23 / +0.88 %
- Total Assets 745.1 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.520%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Global Large-Stock Blend
- Investment Style Large Blend
- Min. Initial Investment 250,000
- Status Open
- TTM Yield 1.70%
- Turnover 32%
USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:17 PM GMT+0
Morningstar’s Analysis PXWIX
Will PXWIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 23.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 4.26 | 35.2 Mil | Technology |
Apple Inc | 4.03 | 33.2 Mil | Technology |
Amazon.com Inc | 3.10 | 25.6 Mil | Consumer Cyclical |
Citigroup Inc | 1.79 | 14.7 Mil | Financial Services |
Intuit Inc | 1.76 | 14.5 Mil | Technology |
Coca-Cola Co | 1.72 | 14.2 Mil | Consumer Defensive |
Cardinal Health Inc | 1.61 | 13.3 Mil | Healthcare |
Schneider Electric SE | 1.59 | 13.1 Mil | Industrials |
Autodesk Inc | 1.58 | 13.1 Mil | Technology |
Starbucks Corp | 1.56 | 12.9 Mil | Consumer Cyclical |