Pax World Funds (PAXHX)
General Fund Information
Pax World Funds
30 Penhallow Street - Suite 400  
Portsmouth NH 03801
(800) 767-1729
Category:Fixed Income Funds
Assets: ($ millions)$180.1

Account min.:$1,000
Reinvest. min.:$50
IRA account min.: 
IRA reinvest min.: 
Type:Low Quality
Max. defer. load: 
Max. front load: 
Avg. P/E: 
Avg. P/B: 
Avg. YTM: 
Avg. Coupon Rate:6.40
Fund Description
The Pax World High Yield Bond Fund seeks to produce high current income and, as a secondary objective, capital appreciation. The Fund follows a Sustainable Investing approach and normally invests at least 80% of its assets in high-yield, fixed income securities (commonly referred to as "junk bonds"). The Fund seeks to invest in forward-thinking companies with sustainable business models that meet positive environmental, social and governance standards.
Social Issues07/31/18
Shareholder activism:YES
Community investment:YES
Human rights:P
Products and Services:P
Animal testing:R
Nuclear power:-
Alcohol, tobacco & gambling:X/X/X

P = Positive screen: fund seeks companies with a positive record or achievement.
R = Restricted investment: the fund has minimum criteria related to this issue.
X = Exclusionary screen: fund avoids companies involved with this issue.
"-" Fund does not screen for this criteria.
Fund Performance07/31/18
  Fund Return Percentile Rank *
Year to date: 0.20% 71
1 Year: 1.21% 71
Annualized returns:
3 Year: 4.09% 66
5 Year: 3.11% 85
10 Year: 5.32% 89
Since inception: 5.31% 64
Inception date: 10/08/99  
Bear Market: -6.03%  
Bear Market Period:     —      

* Percentile rank compares the performance of a fund to other funds with similar investing goals and styles. Funds with a percentile rank of 10 performed better than 90 percent of their peers. Funds with a percentile rank of 70 performed worse than 69 percent of their peers.
MPT Statistics07/31/18
Alpha 3YR:-1.85
Alpha 5YR:-1.81
Beta 3YR:0.99
Beta 5YR:0.94
R. Squared 3YR:94.37
R. Squared 5YR:90.53
Sharpe 3YR:0.62
Sharpe 5YR:0.55
Std. Dev. 3YR:4.89
Std. Dev. 5YR:4.89
Sector Distribution 
No fund sectors available