SocialFunds.com

Mutual Funds Center
Pax World High Yield Bond Fund (PAXHX)
General Fund Information
Pax World Funds
30 Penhallow Street - Suite 400  
Portsmouth NH 03801
(800) 767-1729
www.paxworld.com
Category:Fixed Income Funds
Style:Intermediate
Assets: ($ millions)$213.1

Account min.:$1,000
Reinvest. min.:$50
IRA account min.: 
IRA reinvest min.: 
Type:Low Quality
Expenses:0.99%
Max. defer. load: 
Max. front load: 
Avg. P/E: 
Avg. P/B: 
Avg. YTM: 
Avg. Coupon Rate:6.70
Fund Description
The Pax World High Yield Bond Fund seeks to produce high current income and, as a secondary objective, capital appreciation. The Fund follows a Sustainable Investing approach and normally invests at least 80% of its assets in high-yield, fixed income securities (commonly referred to as "junk bonds"). The Fund seeks to invest in forward-thinking companies with sustainable business models that meet positive environmental, social and governance standards.
Social Issues08/31/17
Shareholder activism:YES
Community investment:YES
Environment:P
Human rights:P
Employment:P
Products and Services:P
Weapons:X
Animal testing:R
Nuclear power:-
Alcohol, tobacco & gambling:X/X/X
Other:

P = Positive screen: fund seeks companies with a positive record or achievement.
R = Restricted investment: the fund has minimum criteria related to this issue.
X = Exclusionary screen: fund avoids companies involved with this issue.
"-" Fund does not screen for this criteria.
Fund Performance08/31/17
  Fund Return Percentile Rank *
Year to date: 4.91% 64
1 Year: 8.65% 18
Annualized returns:
3 Year: 1.92% 91
5 Year: 4.38% 82
10 Year: 5.53% 78
Since inception: 5.50% 67
Inception date: 10/08/99  
Bear Market: -6.03%  
Bear Market Period:     —      

* Percentile rank compares the performance of a fund to other funds with similar investing goals and styles. Funds with a percentile rank of 10 performed better than 90 percent of their peers. Funds with a percentile rank of 70 performed worse than 69 percent of their peers.
MPT Statistics08/31/17
Alpha 3YR:-2.59
Alpha 5YR:-1.53
Beta 3YR:0.96
Beta 5YR:0.93
R. Squared 3YR:90.79
R. Squared 5YR:90.77
Sharpe 3YR:0.28
Sharpe 5YR:0.82
Std. Dev. 3YR:5.10
Std. Dev. 5YR:5.10
Sector Distribution 
No fund sectors available

Mutual Funds | Community Investing | News | Sustainability Reports | Corporate Research | Shareowner Actions | Financial Services | Conferences
Home | Login | Contact | Support This Site | Terms of Use | Privacy Statement | Reprints


© 1998-2017 SRI World Group, Inc. All Rights Reserved.

Created and maintained by
SRI World Group web development services
Do your own research Work with an advisor SRI News SRI Learning Center Home