Pax Global Environmental Markets Fund
Fund offered by:
Pax World
Ticker: PGRNXMember of USSIFsocially responsible
Gender equality score
Gender equality score

49
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

B
62.3
percentile

Universe: Groups

Group: International Equity Funds

Ranking: 433 out of 1,145 funds


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Gender balance in leadership and workforce
Gender balance in leadership and workforce
23/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
8/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
17/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
0/10
See the score criteria
Member of USSIF
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 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
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. Schneider Electric SE
    2.75% of assets
    $61.16M invested
  • 2. Halma PLC
    1.97% of assets
    $43.65M invested
  • 3. Suez SA
    1.19% of assets
    $26.36M invested
  • 4. Koninklijke DSM NV
    2.75% of assets
    $61M invested
  • 5. Autodesk Inc
    2.48% of assets
    $54.98M invested
  • 6. Pennon Group PLC
    2.01% of assets
    $44.71M invested
  • 7. Ecolab Inc
    2.06% of assets
    $45.84M invested
  • 8. Croda International PLC
    1.58% of assets
    $35.09M invested
  • 9. Xylem Inc
    2.13% of assets
    $47.29M invested
  • 10. SAP SE
    1.45% of assets
    $32.21M invested
Bottom scoring holdings
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. Keyence Corp
    1.46% of assets
    $32.48M invested
  • 2. Kubota Corp
    2.52% of assets
    $55.86M invested
  • 3. Hubbell Inc
    2.67% of assets
    $59.24M invested
  • 4. Waters Corp
    2.46% of assets
    $54.73M invested
  • 5. PTC Inc
    2.1% of assets
    $46.73M invested
  • 6. Linde PLC
    3.41% of assets
    $75.72M invested
  • 7. Mettler-Toledo International Inc
    2.34% of assets
    $52.06M invested
  • 8. Trimble Inc
    2.08% of assets
    $46.08M invested
  • 9. WestRock Co A
    2.03% of assets
    $45.15M invested
  • 10. Waste Management Inc
    3.38% of assets
    $74.98M invested
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Financial performance
Performance data provided byMorningstarFind more financial data on PGRNX at Morningstar.com
Gender Equality and Returns
Returns chart for Pax Global Environmental Markets Fund
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
Current fund
PGRNX
Pax Global Environmental Markets Fund
Family
Pax World
Category
World Large-Stock Blend
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
World Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
1.38% more  in annualized returns
Higher overall gender equality score 
1 / 100 points higher
Higher gender balance in leadership and workforce score 
1 / 40 points higher
Lower equal compensation and work life balance score 
1 / 30 points lower
Higher policies promoting gender equality score 
1 / 20 points higher
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
PGRNX
Pax Global Environmental Markets Fund
Family
Pax World
Category
World Large-Stock Blend
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
World Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
1.38% more  in annualized returns
Higher overall gender equality score 
1 / 100 points higher
Higher gender balance in leadership and workforce score 
1 / 40 points higher
Lower equal compensation and work life balance score 
1 / 30 points lower
Higher policies promoting gender equality score 
1 / 20 points higher
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
PGRNX
Pax Global Environmental Markets Fund
Family
Pax World
Category
World Large-Stock Blend
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
World Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
1.38% more  in annualized returns
Higher overall gender equality score 
1 / 100 points higher
Higher gender balance in leadership and workforce score 
1 / 40 points higher
Lower equal compensation and work life balance score 
1 / 30 points lower
Higher policies promoting gender equality score 
1 / 20 points higher
Same commitment, transparency, and accountability score 
0 / 10 points 
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
PGRNX - Pax Global Environmental Markets Fund
28%
16%
14%
13%
49  / 100 points
Benchmark
ACWI - iShares MSCI ACWI ETF
27%
13%
13%
12%
48  / 100 points
Fund compared to benchmark
 
1.01%
3.38%
0.5%
1.38%
1  / 100 points higher
Find more financial data on PGRNX at Morningstar.com
What's next?
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