Impax Global Opportunities Institutional PXGOX

Medalist Rating as of | See Impax Investment Hub
  • NAV / 1-Day Return 18.00  /  +0.56 %
  • Total Assets 143.5 Mil
  • Adj. Expense Ratio
    0.980%
  • Expense Ratio 0.980%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Global Large-Stock Growth
  • Investment Style Large Blend
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 0.36%
  • Turnover 33%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0

Morningstar’s Analysis PXGOX

Will PXGOX outperform in future?

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

A seasoned duo, supported by ample resources, are running a robust sustainable equity approach.

Senior Analyst Ronald van Genderen

Ronald van Genderen

Senior Analyst

Summary

Impax Global Equity Opportunities benefits from a management duo that has earned their marks and can rely on a comprehensive team that sports experience and stability, earning a People Pillar rating of Above Average. They have managed this strategy, which is based on Impax’ strong heritage of sustainable investing, with discipline and to good effect. The Process Pillar rating is maintained at Above Average.

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Portfolio Holdings PXGOX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 36.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.32 5.7 Mil
Technology

Alcon Inc

4.19 5.5 Mil
Healthcare

Mastercard Inc Class A

4.10 5.4 Mil
Financial Services

Linde PLC

3.84 5.1 Mil
Basic Materials

Thermo Fisher Scientific Inc

3.53 4.7 Mil
Healthcare

IQVIA Holdings Inc

3.52 4.6 Mil
Healthcare

Boston Scientific Corp

3.38 4.5 Mil
Healthcare

Schneider Electric SE

3.27 4.3 Mil
Industrials

Cintas Corp

3.27 4.3 Mil
Industrials

Marsh & McLennan Companies Inc

3.10 4.1 Mil
Financial Services

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