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)$184.7

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:6.30
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 Issues05/31/18
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 Performance05/31/18
  Fund Return Percentile Rank *
Year to date: -1.07% 75
1 Year: 0.66% 81
Annualized returns:
3 Year: 3.20% 61
5 Year: 2.79% 85
10 Year: 5.10% 83
Since inception: 5.29% 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 Statistics05/31/18
Alpha 3YR:-1.47
Alpha 5YR:-1.66
Beta 3YR:0.97
Beta 5YR:0.93
R. Squared 3YR:93.73
R. Squared 5YR:90.90
Sharpe 3YR:0.47
Sharpe 5YR:0.48
Std. Dev. 3YR:5.05
Std. Dev. 5YR:5.05
Sector Distribution 
No fund sectors available