Impax Global Equity Opportunities benefits from a management duo that has earned their marks and can rely on a comprehensive team that sports experience and stability, earning a People Pillar rating of Above Average. They have managed this strategy, which is based on Impax’ strong heritage of sustainable investing, with discipline and to good effect. The Process Pillar rating is maintained at Above Average.
Impax Global Opportunities Investor PAXGX
- NAV / 1-Day Return 18.18 / −0.28 %
- Total Assets 131.9 Mil
-
Adj. Expense Ratio
1.230%
- Expense Ratio 1.230%
- Distribution Fee Level High
- Share Class Type No Load
- Category Global Large-Stock Growth
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.27%
- Turnover 33%
USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:17 PM GMT+0
Morningstar’s Analysis PAXGX
Will PAXGX 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 36.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Microsoft Corp | 4.47 | 5.8 Mil | Technology |
Alcon Inc | 4.21 | 5.4 Mil | Healthcare |
Mastercard Inc Class A | 4.06 | 5.2 Mil | Financial Services |
Thermo Fisher Scientific Inc | 3.94 | 5.1 Mil | Healthcare |
Linde PLC | 3.76 | 4.8 Mil | Basic Materials |
IQVIA Holdings Inc | 3.56 | 4.6 Mil | Healthcare |
Schneider Electric SE | 3.40 | 4.4 Mil | Industrials |
Cintas Corp | 3.20 | 4.1 Mil | Industrials |
Marsh & McLennan Companies Inc | 3.13 | 4.0 Mil | Financial Services |
Legal & General Group PLC | 3.06 | 3.9 Mil | Financial Services |
United States