Morningstar

Impax Sustainable Allocation Inv PAXWX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Impax Investment Hub

Morningstar’s Analysis PAXWX

Will PAXWX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PAXWX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PAXWX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PAXWX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Steady resources and a sustainability mandate define this strategy.

Analyst Vedran Beogradlija

Vedran Beogradlija

Analyst

Summary

With the departure of Steve Falci, Impax Sustainable Allocation loses a notable leader but retains decent resources and a sensible approach to investing while maintaining a broad sustainability mandate.

by Vedran Beogradlija
Rated on Published on

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