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Impax Sustainable Allocation Fund Institutional Class: (MF: PAXIX)

(NASDAQ Mutual Funds) As of Sep 11, 2026 04:57 PM ET

$27.63 USD

+0.12 (0.44%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2026

Total Return %* Percentile Rank Objective
YTD 6.28 70
3 months 1.22 42
6 months 5.22 46
1 Year 9.18 82
3 Year 10.43 84
5 Year 4.20 90
10 Year 7.98 57

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -37.58
Bull Market (2/09 - 3/21) 368.86

Load Adjusted Returns as of Aug 31, 2026

1 Year 11.26
5 Year 4.75
10 Year 8.21
Since Inception 6.11

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.13 8.73 NA NA
2025 -2.00 7.38 4.76 0.81
2024 4.75 -0.24 6.32 -2.98
2023 4.90 2.57 -4.26 10.11
2022 -6.19 -10.74 -5.55 5.89
2021 3.95 5.68 0.00 5.26

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.2811.157.7813.43-16.2615.6416.5021.17-3.8713.436.06
% Total Return Rel to Index -5.30-7.06-17.24-12.811.93-13.04-1.90-10.310.52-8.36-5.87
% Total Return Rel to Peer -1.66-2.02-3.85-0.52-2.512.455.222.401.690.28-0.28
% Perf Quintile vs Peer* 4.005.005.003.004.002.001.002.002.003.004.00
% Dividends 0.560.570.530.370.350.300.310.430.520.170.34
% Yield 1.931.871.881.951.380.931.101.602.300.651.42
Capital Gains ($) 0.001.970.450.491.131.170.481.800.142.330.38
Expense Ratio 0.000.050.050.050.050.050.050.050.050.040.52

* 1 = Top 20%, 5 = Bottom 20%