Morningstar

Impax US Sustainable Economy Instl PWGIX

Morningstar Medalist Rating
Medalist Rating as of | See Impax Investment Hub
  • NAV / 1-Day Return 28.24  /  −0.25 %
  • Total Assets 337.0 Mil
  • Adj. Expense Ratio
    0.450%
  • Expense Ratio 0.450%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 0.94%
  • Turnover 43%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:16 PM GMT+0

Morningstar’s Analysis PWGIX

Will PWGIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PWGIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PWGIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PWGIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Impax US Sustainable Economy Instl to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings PWGIX

More PWGIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

6.22 20.6 Mil
Technology

Apple Inc

6.11 20.2 Mil
Technology

Microsoft Corp

5.76 19.1 Mil
Technology

Mastercard Inc Class A

2.27 7.5 Mil
Financial Services

Union Pacific Corp

1.92 6.3 Mil
Industrials

Johnson & Johnson

1.80 5.9 Mil
Healthcare

Progressive Corp

1.73 5.7 Mil
Financial Services

Verizon Communications Inc

1.73 5.7 Mil
Communication Services

Texas Instruments Inc

1.73 5.7 Mil
Technology

Rockwell Automation Inc

1.63 5.4 Mil
Industrials

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