| 25.62 Net Asset Value | -0.81% 1 Day | +7.96% Year-to-Date | Overall Morningstar Rating |
| Aggressive allocation Style or Category | No Load Sales Expenses | 0.94% Expense Ratio | Low Morningstar Risk Rating™ |
| 1 month | +4.15% | 3 years | +11.15% | |
| 3 months | +4.79% | 5 years | +2.50% | |
| 1 year | +16.49% | Since inception | +8.43% |
| PAXWX | Category | |
|---|---|---|
| Performance 5-yr return | +2.50% | +3.96% |
| Expense ratio | 0.94% | 1.51% |
| Risk 5 year sharpe ratio | 0.22 | 0.27 |
| Net assets | $1.9B | $738.6M |
| Average market cap | $30.9B | $28.0B |
| Average P/E | 17.5 | 16.0 |
| Portfolio turnover | -- | -- |
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| Fund family | Pax World |
| Fund manager & tenure | Christopher Brown / 15 Years |
| Minimal initial investment | $250.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Energy | 18.50% |
| Industrial materials | 15.83% |
| Telecommunication | 15.77% |
| Healthcare | 12.70% |
| Financial service | 9.30% |
| OKE ONEOK, Inc. | 2.56% |
| AMT American Tower Corp | 2.29% |
| AAPL Apple Inc | 2.25% |
| BDX Becton Dickinson & Co | 2.22% |
| INTU Intuit, Inc. | 2.11% |
| F Ford Motor Co | 1.73% |
| ESV Ensco PLC Class A | 1.62% |
| CMI Cummins Inc | 1.59% |
| BHI Baker Hughes Inc. | 1.58% |
| INGR Ingredion Inc | 1.57% |
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