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Pax World Global Envrnmntl Mkts Instl (PGINX) Fund Ranking and Research

Ranking, Research and Recommendation of Pax World Global Envrnmntl Mkts Instl (PGINX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Pax World Global Envrnmntl Mkts Instl Fund (PGINX) ManagerFund Manager - Hubert Aarts

Fund Manager Information

Fund Manager Tenure: 7.2 years
Similar Funds: PGRNX 
Fund Family: Pax World
Fund Category: World Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.59)     (What does this score mean?)

 

Graph of Pax World Global Envrnmntl Mkts Instl Fund (PGINX) ProfilePax World Global Envrnmntl Mkts Instl Fund (PGINX) Profile

Fund Profile and Description

Pax World Global Envrnmntl Mkts Instl Fund seeks long term growth of capital. Pax World Global Envrnmntl Mkts Instl Fund follows a Sustainable Investing approach, combining rigorous financial analysis with equally rigorous Environmental, Social, and Governance (ESG) analysis. It invests primarily in equity securities of companies located around the world, including at least 40% of net assets in securities of non-U.S. issuers. Pax World Global Envrnmntl Mkts Instl Fund invests in environmental markets and companies whose businesses and technologies focus on mitigating the environmental impacts of commerce, including such areas as alternative energy and energy efficiency; water treatment and pollution control; and waste technology and resource management.

 

Pax World Global Envrnmntl Mkts Instl (PGINX) Fund Strength What we like about Pax World Global Envrnmntl Mkts Instl (PGINX) Fund

Data for Pax World Global Envrnmntl Mkts Instl Fund (PGINX) as of May 30, 2016

  • Pax World Global Envrnmntl Mkts Instl Fund (PGINX) management has been with Pax World Global Envrnmntl Mkts Instl Fund for 7.2 years
  • Pax World Global Envrnmntl Mkts Instl Fund (PGINX) has good short-term performance (1-year return -3.92% vs -5.49% World Stock category median performance)
  • Pax World Global Envrnmntl Mkts Instl Fund (PGINX) has good mid-term performance (3-year return 6.14% vs 5.54% World Stock category median performance)
  • Pax World Global Envrnmntl Mkts Instl Fund (PGINX) has good Long-term performance (5-year return 6.48% vs 5.54% World Stock category median performance)
  • Asset base in Pax World Global Envrnmntl Mkts Instl Fund (PGINX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Pax World Global Envrnmntl Mkts Instl Fund (PGINX) has a lower expense ratio than its World Stock average: 1.15% vs 1.28%
  • Pax World Global Envrnmntl Mkts Instl Fund (PGINX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Pax World Global Envrnmntl Mkts Instl Fund (PGINX) Weakness What we are cautious about Pax World Global Envrnmntl Mkts Instl (PGINX) Fund

Data for Pax World Global Envrnmntl Mkts Instl Fund (PGINX) as of May 30, 2016

  • Pax World Global Envrnmntl Mkts Instl Fund (PGINX) ratio of up-years vs down years can be improved
  • Pax World Global Envrnmntl Mkts Instl Fund (PGINX) has a Morningstar rating of 3 and below
  • Pax World Global Envrnmntl Mkts Instl Fund (PGINX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.27 that is higher than category average of 12.23
See Pax World Global Envrnmntl Mkts Instl Fund (PGINX) performance details as of May 30, 2016

 

What do you think?

 

Compare Pax World Global Envrnmntl Mkts Instl Fund (PGINX)Compare with other top World Stock category mutual funds

Aadditional top World Stock mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Pax World Global Envrnmntl Mkts Instl5.15-3.926.146.48
Harbor Global Growth Instl (HGGAX)0.19-2.668.678.45Compare
VY Morgan Stanley Global Franchise A (IGFAX)5.175.327.528.58Compare
Columbia Select Global Equity A (IGLGX)2.741.016.585.54Compare

See top fund managers for World Stock Category Funds

 

Compare Pax World Global Envrnmntl Mkts Instl Fund (PGINX)Compare with World Stock category ETFs

Some World Stock ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares MSCI All Country World Mini Vol (ACWV)6.45%4.47%9.19%
First Trust Dow Jones Global Sel Div ETF (FGD)000
SPDR Global Dow ETF (DGT)0.96%-7.06%4.45%
WisdomTree Global Equity Income ETF (DEW)5.57%-5.89%1.79%
iShares MSCI ACWI (ACWI)2.11%-5.39%5.46%

 

Graph of Pax World Global Envrnmntl Mkts Instl Fund (PGINX) Net Asset TrackingPax World Global Envrnmntl Mkts Instl (PGINX) Fund Net Asset

Track net asset change of Pax World Global Envrnmntl Mkts Instl fund (PGINX)

DateNet Asset
05/2016$308.29M
03/2016$285.36M
02/2016$244.65M
More historic net asset information on Pax World Global Envrnmntl Mkts Instl Fund (PGINX)

  

Graph of Pax World Global Envrnmntl Mkts Instl Fund (PGINX) Portfolio TrackingPax World Global Envrnmntl Mkts Instl (PGINX) Fund Portfolio Allocation

Track portfolio allocation change of Pax World Global Envrnmntl Mkts Instl fund (PGINX)

DateCashStockBondOther
03/20160%98.54%0%1.46%
12/20150%98.42%0%1.58%
09/20150%100%0%0%
Click here to see more historic asset allocation information on Pax World Global Envrnmntl Mkts Instl Fund (PGINX)

 

graph of Pax World Global Envrnmntl Mkts Instl Fund (PGINX) Top 10 Position TrackingTop 10 Holdings in Pax World Global Envrnmntl Mkts Instl (PGINX) Fund

Discover what Pax World Global Envrnmntl Mkts Instl Fund (PGINX) manager is buying

Mar 30, 2016
Thermo Fisher Scientific Inc Co [3.19%]
Waste Management, Inc. Common S [3.12%]
Agilent Technologies, Inc. Comm [3.11%]
Delphi Automotive PLC [2.98%]
Suez SA [2.98%]
American Water Works Company, I [2.64%]
Regal Beloit Corporation Common [2.56%]
Ingersoll-Rand plc (Ireland) [2.55%]
IDEX Corporation Common Stock [2.54%]

Dec 30, 2015
Thermo Fisher Scientific Inc Co [3.3%]
Delphi Automotive PLC [3.17%]
American Water Works Company, I [3.14%]
Xylem Inc. Common Stock New [3.01%]
Suez Environnement Co SA [2.9%]
Pennon Group PLC [2.81%]
MURATA MANUFACTURING [2.77%]
Stericycle, Inc. [2.67%]
DAISEKI CO LTD [2.66%]

Sep 29, 2015
American Water Works Company, I [3.42%]
Delphi Automotive PLC [3.26%]
Stericycle, Inc. [3.13%]
Xylem Inc. Common Stock New [3.07%]
Suez Environnement Co SA [3.04%]
Thermo Fisher Scientific Inc Co [3%]
Linde AG [2.86%]
Pennon Group PLC [2.85%]
Enel Green Power SpA [2.84%]
Severn Trent PLC [2.7%]
Click here for Stock Holding Change Map in Pax World Global Envrnmntl Mkts Instl Fund (PGINX)

  

Latest News on Pax World Global Envrnmntl Mkts Instl (PGINX) Fund

See what is happening with Pax World Global Envrnmntl Mkts Instl Fund (PGINX)

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