Nasdaq - Delayed Quote USD

Impax US Sustainable Economy A (PXGAX)

22.65
-0.05
(-0.22%)
At close: 8:07:06 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.11%
5y Average Return 14.53%
Number of Years Up 9
Number of Years Down 2
Best 1Y Total Return (May 21, 2025) 29.99%
Worst 1Y Total Return (May 21, 2025) --
Best 3Y Total Return 29.99%
Worst 3Y Total Return 6.40%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PXGAX
Category
YTD
-6.51%
5.31%
1-Month
-0.82%
-4.19%
3-Month
-8.14%
3.90%
1-Year
7.27%
20.31%
3-Year
9.89%
6.48%
5-Year
13.62%
11.78%
10-Year
10.23%
10.96%
Last Bull Market
19.39%
25.56%
Last Bear Market
-14.77%
-15.11%

Annual Total Return (%) History

Year
PXGAX
Category
2025
--
--
2024
20.37%
--
2023
24.39%
22.32%
2022
-18.24%
-16.96%
2021
29.99%
26.07%
2020
13.33%
15.83%
2019
27.08%
28.78%
2018
-4.43%
-6.27%

2017
21.96%
20.44%
2016
6.24%
10.37%
2015
2.24%
-1.07%
2014
11.68%
10.96%
2013
--
31.50%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -5.74% -- -- --
2024 10.71% 2.88% 6.61% -0.86%
2023 7.95% 6.77% -4.43% 12.91%
2022 -6.00% -14.77% -6.93% 9.64%
2021 7.34% 8.48% 0.29% 11.32%
2020 -20.56% 19.28% 7.86% 10.89%
2019 12.08% 2.84% 2.67% 7.39%
2018 -1.12% 2.12% 7.06% -11.60%
2017 5.81% 2.51% 4.69% 7.40%
2016 0.06% -0.18% 3.27% 3.00%

2015 2.14% 0.57% -7.09% 7.12%
2014 1.23% 3.71% 0.90% 5.42%
2013 8.50% 10.20% -- --

Rank in Category (By Total Return)

YTD 84
1-Month 56
3-Month 59
1-Year 77
3-Year 66
5-Year 70

Load Adjusted Returns

1-Year 1.37%
3-Year 7.83%
5-Year 12.34%
10-Year 9.61%

Performance & Risk

YTD Return -2.11%
5y Average Return 14.53%
Rank in Category (ytd) 84
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Impax Asset Management
Net Assets 318.88M
YTD Return -6.51%
Yield 1.94%
Morningstar Rating
Inception Date Apr 02, 2007

Fund Summary

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.

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