Morningstar

Impax Ellevate Global Women's Ldr Inv PXWEX

Morningstar Medalist Rating
Medalist Rating as of | See Impax Investment Hub
  • NAV / 1-Day Return 34.74  /  −0.17 %
  • Total Assets 768.3 Mil
  • Adj. Expense Ratio
    0.770%
  • Expense Ratio 0.770%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.84%
  • Turnover 32%

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

Morningstar’s Analysis PXWEX

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

  • People Pillar

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

Process changes don't alter the outlook.

Analyst Ryan Jackson

Ryan Jackson

Analyst

Summary

The new approach for Impax Ellevate Global Women's Leadership brings marginal improvements but doubles down on a gender factor score that remains unproven.

by Ryan Jackson
Rated on Published on

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Portfolio Holdings PXWEX

More PXWEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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