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Pax World Balanced (PAXWX)

On Feb 9: 19.64 USD  Up 0.23 (1.18%)  
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PAX WORLD BALANCED FUND Delayed quote dataEdit
Net Asset Value: 19.64
Trade Time: Feb 9
Change: Up 0.23 (1.18%)
Prev Close: 19.41
YTD Return*: 9.44%
Net Assets*: 2.44B
Yield*: 1.71%
* As of 31-Dec-07
Pax World Balanced (PAXWX)
3m  6m  1y  2y  5y  max 
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HEADLINES
Social Funds' Ethics Lead to Outperformance
at TheStreet.com (Mon, Nov 3)
More Headlines for PAXWX...

31-Dec-07
FUND BASICS
Morningstar Overall Rating: 4 stars
Total Assets: 2.44B
Category: Moderate Allocation
Total Expense Ratio: 0.94%
Fund Profile - Holdings


31-Dec-07
PERFORMANCE & RISK
YTD Return: 9.44%
5y Avg Return: 11.17%
Rank in Category (ytd): 661
% Rank in Category (ytd): 59.93%
Beta (3y): 1.09
Morningstar Risk Rating: Average
Performance Details - Risk Details

FUND SUMMARY
The investment seeks income and conservation of principal and long term growth of capital is the secondary objective. The fund normally invests approximately 60% of assets in equities and 40% of assets in debt securities. The equity portion of portfolio may range from 50% to 75% and the debt portion of portfolio may range from 25% to 50%. It may invest up to 45% of assets in securities of foreign issuers.
Fund Profile


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