Impax Small Cap Fund
Shareclass
Impax Small Cap Institutional (PXSIX)
Type
Open-end mutual fund
Manager
Gender equality score
46
/ 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: 1,756 out of 2,538 funds
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Groups
Categories
Gender balance in leadership and workforce
24/40
Equal compensation and work life balance
5/30
Policies promoting gender equality
16/20
Commitment, transparency, and accountability
0/10
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Regular updates on sustainability risks and ethical concerns in everyday investment products
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 Small Cap Fund PXSIX
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 seeks companies that encourage and foster diversity in the workplace, that offer transparency around policies and programs and that report on diversity performance. Pax World also addresses gender issues, including board diversity, through its proxy voting policies. For example, when voting on director elections, Pax World has a policy of withholding votes from, or where possible voting against, all slates of director nominees that do not include women. Pax World then registers its concerns with the company through a follow-up letter explaining the reason for our opposition to the all-male slate and encouraging the company to take steps to promote gender diversity and add women to its board of directors. 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. Lyft Inc Class A1.1% of assets$7.12M invested
- 2. Sprout Social Inc Class A0.64% of assets$4.15M invested
- 3. Neurocrine Biosciences Inc1.71% of assets$11.06M invested
- 4. Workiva Inc Class A1.33% of assets$8.62M invested
- 5. Cytokinetics Inc1.09% of assets$7.03M invested
- 6. Healthcare Realty Trust Inc1.15% of assets$7.44M invested
- 7. Graphic Packaging Holding Co1.7% of assets$11M invested
- 8. Voya Financial Inc1.47% of assets$9.49M invested
- 9. The AZEK Co Inc Class A1.29% of assets$8.37M invested
- 10. Planet Fitness Inc Class A2.08% of assets$13.45M 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. WillScot Holdings Corp Ordinary Shares - Class A1.18% of assets$7.65M invested
- 2. Advanced Drainage Systems Inc0.95% of assets$6.14M invested
- 3. Visteon Corp0.69% of assets$4.46M invested
- 4. Enpro Inc1.2% of assets$7.77M invested
- 5. Arcosa Inc0.96% of assets$6.25M invested
- 6. Roivant Sciences Ltd Ordinary Shares3.12% of assets$20.18M invested
- 7. Victory Capital Holdings Inc Class A5.59% of assets$36.17M invested
- 8. Autoliv Inc0.75% of assets$4.86M invested
- 9. Onto Innovation Inc1.39% of assets$8.99M invested
- 10. Herc Holdings Inc0.73% of assets$4.7M invested
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Financial performance
Performance data provided by
Find more financial data on PXSIX at Morningstar.com
Find more financial data on PXSIX at Morningstar.comGender Equality and Returns
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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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