The new approach for Impax Ellevate Global Women's Leadership brings marginal improvements but doubles down on a gender factor score that remains unproven.
Impax Ellevate Global Women's Ldr Inv PXWEX
- NAV / 1-Day Return 34.74 / −0.17 %
- Total Assets 768.3 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.770%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Global Large-Stock Blend
- Investment Style Large Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 1.84%
- Turnover 32%
USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:20 PM GMT+0
Morningstar’s Analysis PXWEX
Will PXWEX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 27.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
NVIDIA Corp | 4.75 | 35.6 Mil | Technology |
Apple Inc | 4.73 | 35.4 Mil | Technology |
Microsoft Corp | 4.37 | 32.7 Mil | Technology |
Amazon.com Inc | 2.89 | 21.6 Mil | Consumer Cyclical |
Broadcom Inc | 2.08 | 15.6 Mil | Technology |
JPMorgan Chase & Co | 2.06 | 15.4 Mil | Financial Services |
Eli Lilly and Co | 1.70 | 12.7 Mil | Healthcare |
Johnson & Johnson | 1.65 | 12.3 Mil | Healthcare |
Coca-Cola Co | 1.46 | 10.9 Mil | Consumer Defensive |
Accenture PLC Class A | 1.39 | 10.4 Mil | Technology |