Pax Large Cap Fund Quote
| PXLIX Fund | USD 13.86 0.14 1.02% |
PerformanceStrong
| Odds Of DistressLow
|
Pax Large is trading at 13.86 as of the 24th of July 2025; that is 1.02 percent up since the beginning of the trading day. The fund's open price was 13.72. Pax Large has less than a 12 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 25th of April 2025 and ending today, the 24th of July 2025. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of its net assets in equity securities of companies that, when purchased, have capitalizations within the range of Standard Poors 500 Index as measured by market capitalization. It may invest up to 45 percent of its assets in securities of non-U.S. More on Pax Large Cap
Moving together with Pax Mutual Fund
Pax Mutual Fund Highlights
| Fund Concentration | Impax Asset Management Funds, Large Blend Funds, Large Blend, Impax Asset Management, Large Blend, Large Blend (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Pax Large Cap [PXLIX] is traded in USA and was established 24th of July 2025. Pax Large is listed under Impax Asset Management category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Impax Asset Management family. This fund at this time has accumulated 1.43 B in assets with minimum initial investment of 250 K. Pax Large Cap is currently producing year-to-date (YTD) return of 7.53% with the current yeild of 0.01%, while the total return for the last 3 years was 11.85%.
Check Pax Large Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Pax Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Pax Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Pax Large Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Pax Large Cap Mutual Fund Constituents
| HD | Home Depot | Stock | Consumer Discretionary | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| BIIB | Biogen Inc | Stock | Health Care | |
| TMUS | T Mobile | Stock | Communication Services | |
| TGT | Target | Stock | Consumer Staples | |
| PRU | Prudential Financial | Stock | Financials | |
| MRK | Merck Company | Stock | Health Care | |
| IR | Ingersoll Rand | Stock | Industrials |
Pax Large Top Holders
| PAXIX | Pax Balanced Fund | Mutual Fund | Allocation--50% to 70% Equity | |
| PAXWX | Pax Balanced Fund | Mutual Fund | Allocation--50% to 70% Equity |
Pax Large Cap Risk Profiles
| Mean Deviation | 0.6225 | |||
| Semi Deviation | 0.2933 | |||
| Standard Deviation | 0.8713 | |||
| Variance | 0.7592 |
Pax Large Against Markets
Other Information on Investing in Pax Mutual Fund
Pax Large financial ratios help investors to determine whether Pax Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Pax with respect to the benefits of owning Pax Large security.
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