Impax Global Sustainable Infrastructure Fund
Shareclass
Impax Global Sustainable Infras Inv (PAXDX)
Type
Open-end mutual fund
Manager
Gender equality score
55
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: Sector Equity Funds
Ranking: 141 out of 867 funds
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Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10

Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Impax Global Sustainable Infrastructure Fund PAXDX
Environment
Social
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This fund is a member of a sustainable and responsible investing group, and has a posted policy on their consideration of diversity and equal employment opportunity policies and practices relating to employees, company ownership or contractors.
Combination of Positive and Restricted/Exclusionary Strategies - Pax World supports investing in communities and promoting sustainable development in the United States and around the globe. The Fund may invest in debt instruments issued by a range of non-corporate entities, including government agencies, states and municipalities, and may invest up to 5% of Fund assets in community development financial institutions that target underserved areas and directly support affordable housing, small businesses, community development and revitalization, health care, education and the environment. Such investments may include investments in micro-credit or micro-finance institutions that advance women's equality and sustainable development around the globe. We believe such investments can often offer a greater social return through their direct effect on local communities and in fostering sustainable development. More
US-SIF member fund managers: want to update your statement? Contact us
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. National Grid PLC3.76% of assets$3.54M invested
- 2. Iberdrola SA3.1% of assets$2.92M invested
- 3. Tele2 AB Class B2.58% of assets$2.43M invested
- 4. Welltower Inc3.93% of assets$3.7M invested
- 5. Schneider Electric SE1.37% of assets$1.3M invested
- 6. Severn Trent PLC3.32% of assets$3.13M invested
- 7. Spirax Group PLC1.32% of assets$1.24M invested
- 8. SSE PLC3.04% of assets$2.86M invested
- 9. Microsoft Corp1.67% of assets$1.57M invested
- 10. Koninklijke KPN NV2.56% of assets$2.41M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Chemed Corp3.56% of assets$3.35M invested
- 2. Waste Connections Inc3.64% of assets$3.43M invested
- 3. Canadian Pacific Kansas City Ltd2.38% of assets$2.24M invested
- 4. KDDI Corp2.38% of assets$2.24M invested
- 5. Digital Realty Trust Inc1.89% of assets$1.78M invested
- 6. NextEra Energy Inc2.73% of assets$2.57M invested
- 7. Hubbell Inc1.64% of assets$1.55M invested
- 8. Clean Harbors Inc2.48% of assets$2.34M invested
- 9. Keppel DC REIT1.71% of assets$1.61M invested
- 10. Waste Management Inc4.31% of assets$4.06M invested
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Financial performance
Performance data provided by
Find more financial data on PAXDX at Morningstar.com

Gender Equality and Returns

Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
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