A thoughtful investment process and experienced portfolio managers support Pax Global Opportunities’ Morningstar Analyst Rating of Bronze.
Pax Global Opportunities Institutional PXGOX
NAV / 1-Day Return
12.37
/
2.06
%
Total Assets
112.8 Mil
Adj. Expense Ratio
0.960%
Expense Ratio
0.960%
Fee Level
Above Average
Longest Manager Tenure
4.25
years
Category
Global Large-Stock Growth
Investment Style
Large GrowthMin. Initial Investment
250,000
Status
Open
TTM Yield
0.36%
Turnover
30%
Morningstar’s Fund Analysis PXGOX
Will PXGOX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PXGOX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the PXGOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of PXGOX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A robust global-equity approach that emphasizes developed markets and makes unique sector bets.
