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Pax World Growth Institutional (PWGIX) Fund Ranking and Research

Ranking, Research and Recommendation of Pax World Growth Institutional (PWGIX) Fund

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

 

Graph of Pax World Growth Institutional Fund (PWGIX) ManagerFund Manager - Anthony Trzcinka

Fund Manager Information

Fund Manager Tenure: 12.0 years
Fund Family: Pax World
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.64)     (What does this score mean?)
Anthony Trzcinka, CFA. Mr. Trzcinka has been a portfolio manager with the Pax World Management LLC since 2003. Before joining the firm, Mr. Trzcinka spent more than three years at AEW Capital Management as an Assistant Vice President, and prior to that had more than 10 years of overall finance experience. Mr. Trzcinka has a Master of Business Administration from Northeastern University and a Bachelor of Arts from the University of Massachusetts and holds the CFA designation. Mr. Trzcinka is a member of the Boston Security Analyst Society and the CFA Institute.  Get more insights on Anthony Trzcinka

 

Graph of Pax World Growth Institutional Fund (PWGIX) ProfilePax World Growth Institutional Fund (PWGIX) Profile

Fund Profile and Description

Pax World Growth Institutional Fund seeks long-term growth of capital. Pax World Growth Institutional Fund follows a Sustainable Investing approach, combining rigorous financial analysis with equally rigorous Environmental, Social, and Governance (ESG) analysis in order to identify investments. It invests primarily in equity securities of companies that the Adviser believes have above-average growth prospects. Pax World Growth Institutional Fund may invest up to 45% of assets in securities of non-U.S. issuers, including American Depositary Receipts (“ADRs”). It may invest no more than 25% of its assets in securities of non-U.S. issuers, other than ADRs. Pax World Growth Institutional Fund may utilize derivatives for hedging and for investment purposes.

 

Pax World Growth Institutional (PWGIX) Fund Strength What we like about Pax World Growth Institutional (PWGIX) Fund

Data for Pax World Growth Institutional Fund (PWGIX) as of May 30, 2016

  • Pax World Growth Institutional Fund (PWGIX) management has been with Pax World Growth Institutional Fund for 12.0 years
  • Pax World Growth Institutional Fund (PWGIX) has good short-term performance (1-year return -0.72% vs -1.74% Large Growth category median performance)
  • Pax World Growth Institutional Fund (PWGIX) has good mid-term performance (3-year return 10.98% vs 10.74% Large Growth category median performance)
  • Pax World Growth Institutional Fund (PWGIX) ratio of up-years vs down years is greater than 2
  • Pax World Growth Institutional Fund (PWGIX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.09, lower than category average of 12.75
  • Pax World Growth Institutional Fund (PWGIX) has a lower expense ratio than its Large Growth average: 0.99% vs 1.17%
  • Pax World Growth Institutional Fund (PWGIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Pax World Growth Institutional Fund (PWGIX) Weakness What we are cautious about Pax World Growth Institutional (PWGIX) Fund

Data for Pax World Growth Institutional Fund (PWGIX) as of May 30, 2016

  • Pax World Growth Institutional Fund (PWGIX) has a less-than-ideal Long-term performance (5-year return 8.70% vs 10.14% Large Growth category median performance)
  • Pax World Growth Institutional Fund (PWGIX) has a Morningstar rating of 3 and below
See Pax World Growth Institutional Fund (PWGIX) performance details as of May 30, 2016

 

What do you think?

 

Compare Pax World Growth Institutional Fund (PWGIX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Pax World Growth Institutional1.11-0.7210.988.70
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare Pax World Growth Institutional Fund (PWGIX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of Pax World Growth Institutional Fund (PWGIX) Net Asset TrackingPax World Growth Institutional (PWGIX) Fund Net Asset

Track net asset change of Pax World Growth Institutional fund (PWGIX)

DateNet Asset
05/2016$196.77M
03/2016$209.53M
02/2016$195.70M
More historic net asset information on Pax World Growth Institutional Fund (PWGIX)

  

Graph of Pax World Growth Institutional Fund (PWGIX) Portfolio TrackingPax World Growth Institutional (PWGIX) Fund Portfolio Allocation

Track portfolio allocation change of Pax World Growth Institutional fund (PWGIX)

DateCashStockBondOther
03/20163.15%96.85%0%0%
12/20152.89%97.11%0%0%
09/20153.59%96.41%0%0%
Click here to see more historic asset allocation information on Pax World Growth Institutional Fund (PWGIX)

 

graph of Pax World Growth Institutional Fund (PWGIX) Top 10 Position TrackingTop 10 Holdings in Pax World Growth Institutional (PWGIX) Fund

Discover what Pax World Growth Institutional Fund (PWGIX) manager is buying

Mar 30, 2016
Apple Inc. [5.15%]
Alphabet Inc. [3.26%]
Pepsico, Inc. Common Stock [2.97%]
Laboratory Corporation of Ameri [2.4%]
3M Company Common Stock [2.39%]
Thermo Fisher Scientific Inc Co [2.36%]
Abbott Laboratories Common Stoc [2.27%]
PNC Financial Services Group, I [2.24%]
Alphabet Inc. [2%]

Dec 30, 2015
Apple Inc. [5.09%]
Alphabet Inc. [3.41%]
Pepsico, Inc. Common Stock [2.96%]
Laboratory Corporation of Ameri [2.59%]
PNC Financial Services Group, I [2.58%]
Abbott Laboratories Common Stoc [2.49%]
Thermo Fisher Scientific Inc Co [2.42%]
Amazon.com, Inc. [2.33%]
3M Company Common Stock [2.21%]

Sep 29, 2015
Apple Inc. [5.58%]
Pepsico, Inc. Common Stock [2.91%]
Alphabet Inc. [2.9%]
PNC Financial Services Group, I [2.49%]
Laboratory Corporation of Ameri [2.43%]
Abbott Laboratories Common Stoc [2.28%]
3M Company Common Stock [2.22%]
Newell Rubbermaid Inc. Common S [2.01%]
Thermo Fisher Scientific Inc Co [2.01%]
Click here for Stock Holding Change Map in Pax World Growth Institutional Fund (PWGIX)

  

Latest News on Pax World Growth Institutional (PWGIX) Fund

See what is happening with Pax World Growth Institutional Fund (PWGIX)

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Pax World Growth Institutional Fund (PWGIX) Related ResourcesSee more information on Pax World Growth Institutional (PWGIX) Fund

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