Pax World Funds (PXSCX)
General Fund Information
Pax World Funds
30 Penhallow Street - Suite 400  
Portsmouth NH 03801
(800) 767-1729
Category:Domestic Equity Funds
Assets: ($ millions)$198.8

Account min.:$1,000
Reinvest. min.:$50
IRA account min.: 
IRA reinvest min.: 
Max. defer. load: 
Max. front load: 
Avg. P/E:30.42
Avg. P/B:3.24
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
The Pax World Small Cap Fund seeks long-term growth of capital. The Fund follows a Sustainable Investing approach and normally invests at least 80% of its net assets in equity securities of companies that have capitalizations within the range of the Russell 2000 Index ($167 million to $2.75 billion). 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:-
Human rights:P
Products and Services:-
Animal testing:-
Nuclear power:-
Alcohol, tobacco & gambling:-/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: 1.89% 94
1 Year: 9.76% 93
Annualized returns:
3 Year: 7.00% 90
5 Year: 8.31% 83
10 Year: 9.94% 55
Since inception: 9.50% 63
Inception date: 03/27/08  
Bear Market: -23.91%  
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:-0.72
Alpha 5YR:0.82
Beta 3YR:0.64
Beta 5YR:0.65
R. Squared 3YR:85.37
R. Squared 5YR:87.80
Sharpe 3YR:0.65
Sharpe 5YR:0.82
Std. Dev. 3YR:9.52
Std. Dev. 5YR:9.52
Sector Distribution 
No fund sectors available