Impax LARGE CAP FUND
Shareclass
Impax Large Cap Fund Institutional (PXLIX)
Type
Open-end mutual fund
Manager
Gender equality score
56
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 282 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
28/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
19/20
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 LARGE CAP FUND PXLIX
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 - Our workplace criteria focus on companies' ability to create value through a productive workforce. We examine diversity, occupational health and safety, employee relations and human rights. We favor companies that implement programs, policies and procedures intended to encourage and foster safe, diverse and productive workplaces. We consider whether companies establish specific goals, measure their progress toward their goals in these issue areas and publicly report on their performance. 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. Procter & Gamble Co2.25% of assets$30.05M invested
- 2. Xylem Inc2.2% of assets$29.37M invested
- 3. Hilton Worldwide Holdings Inc1.31% of assets$17.49M invested
- 4. JPMorgan Chase & Co2.32% of assets$30.96M invested
- 5. Uber Technologies Inc1.12% of assets$14.9M invested
- 6. Microsoft Corp7.43% of assets$99.27M invested
- 7. Merck & Co Inc2.13% of assets$28.42M invested
- 8. Ventas Inc1.18% of assets$15.79M invested
- 9. Starbucks Corp1.55% of assets$20.72M invested
- 10. Target Corp1.73% of assets$23.08M 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. Align Technology Inc0.91% of assets$12.14M invested
- 2. Marvell Technology Inc2.05% of assets$27.39M invested
- 3. Enphase Energy Inc0.92% of assets$12.3M invested
- 4. Ulta Beauty Inc1.06% of assets$14.1M invested
- 5. Synopsys Inc1.43% of assets$19.15M invested
- 6. Applied Materials Inc1.4% of assets$18.69M invested
- 7. International Paper Co1.06% of assets$14.1M invested
- 8. IQVIA Holdings Inc1.43% of assets$19.09M invested
- 9. Aptiv PLC1.63% of assets$21.85M invested
- 10. RenaissanceRe Holdings Ltd1.49% of assets$19.95M invested
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Financial performance
Performance data provided by
Find more financial data on PXLIX at Morningstar.com
Find more financial data on PXLIX at Morningstar.comGender 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.
Benchmarking tool
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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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