Morningstar

Impax International Sust Econ Instl PXNIX

Morningstar Medalist Rating
Medalist Rating as of | See Impax Investment Hub
  • NAV / 1-Day Return 11.49  /  −0.95 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    0.450%
  • Expense Ratio 0.450%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 2.39%
  • Turnover 56%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:20 PM GMT+0

Morningstar’s Analysis PXNIX

Will PXNIX 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 PXNIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PXNIX 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 PXNIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Impax International Sust Econ Instl's Average Process Pillar and People Pillar ratings result in 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 cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PXNIX

More PXNIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Novo Nordisk A/S Class B

3.05 37.6 Mil
Healthcare

Novartis AG Registered Shares

2.69 33.2 Mil
Healthcare

AstraZeneca PLC

2.66 32.8 Mil
Healthcare

ASML Holding NV

2.64 32.6 Mil
Technology

HSBC Holdings PLC

2.40 29.6 Mil
Financial Services

Schneider Electric SE

2.19 27.0 Mil
Industrials

CSL Ltd

2.03 25.1 Mil
Healthcare

BNP Paribas Act. Cat.A

1.98 24.4 Mil
Financial Services

RELX PLC

1.89 23.3 Mil
Industrials

KDDI Corp

1.89 23.3 Mil
Communication Services

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