Nasdaq - Delayed Quote USD

Impax US Sustainable Economy Instl (PWGIX)

24.05
-0.42
(-1.72%)
As of 8:07:00 AM EDT. Market Open.
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  • Previous Close 24.47
  • YTD Return -6.48%
  • Expense Ratio 0.45%
  • Category Large Blend
  • Last Cap Gain 36.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 318.88M
  • Beta (5Y Monthly) 1.02
  • Yield 2.08%
  • 5y Average Return --
  • Holdings Turnover 45.00%
  • Last Dividend 0.55
  • Inception Date Apr 2, 2007

The Adviser follows a sustainable investing approach, investing in companies that the Adviser believes are well positioned to benefit from the transition to a more sustainable economy, integrating environmental, social and governance (ESG) analysis into portfolio construction and managing the portfolio within certain risk parameters relative to the fund’s benchmark universe of Russell 1000 Index companies. Under normal market conditions, the fund invests at least 80% of its net assets in large-capitalization U.S. equity securities.

Impax Asset Management

Fund Family

Large Blend

Fund Category

318.88M

Net Assets

2007-04-02

Inception Date

Performance Overview: PWGIX

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Trailing returns as of 5/20/2025. Category is Large Blend.

YTD Return

PWGIX
6.48%
Category
5.31%
 

1-Year Return

PWGIX
7.49%
Category
20.31%
 

3-Year Return

PWGIX
10.15%
Category
6.48%
 

5-Year Return

PWGIX
13.89%
Category
11.78%
 

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Holdings: PWGIX

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Sector Weightings

SectorPWGIX
Technology   33.66%
Healthcare   13.61%
Industrials   11.92%
Real Estate   4.09%
Utilities   2.65%
Energy   0.00%

Recent News: PWGIX

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Research Reports: PWGIX

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