Pax World Funds (PAXHX)
General Fund Information
Pax World Funds
30 Penhallow Street - Suite 400  
Portsmouth NH 03801
(800) 767-1729
www.paxworld.com
Category:Fixed Income Funds
Style:Intermediate
Assets: ($ millions)$187.8

Account min.:$1,000
Reinvest. min.:$50
IRA account min.: 
IRA reinvest min.: 
Type:Low Quality
Expenses:0.99%
Max. defer. load: 
Max. front load: 
Avg. P/E: 
Avg. P/B: 
Avg. YTM: 
Avg. Coupon Rate:6.30
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 Issues03/31/18
Shareholder activism:YES
Community investment:YES
Environment:P
Human rights:P
Employment:P
Products and Services:P
Weapons:X
Animal testing:R
Nuclear power:-
Alcohol, tobacco & gambling:X/X/X
Other:

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 Performance03/31/18
  Fund Return Percentile Rank *
Year to date: -1.01% 51
1 Year: 2.19% 80
Annualized returns:
3 Year: 3.45% 64
5 Year: 3.07% 81
10 Year: 5.47% 84
Since inception: 5.34% 63
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 Statistics03/31/18
Alpha 3YR:-1.48
Alpha 5YR:-1.48
Beta 3YR:0.97
Beta 5YR:0.92
R. Squared 3YR:93.46
R. Squared 5YR:90.87
Sharpe 3YR:0.53
Sharpe 5YR:0.54
Std. Dev. 3YR:5.07
Std. Dev. 5YR:5.07
Sector Distribution 
No fund sectors available