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Impax Sustainable Allocation Fund Investor Class: (MF: PAXWX)

(NASDAQ Mutual Funds) As of Jun 3, 2026 05:04 PM ET

$27.34 USD

-0.16 (-0.58%)

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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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 2.33 81
3 months 1.71 66
6 months 2.02 92
1 Year 15.38 75
3 Year 9.16 92
5 Year 4.35 91
10 Year 7.76 61

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 83.49
Bear Market (10/07 - 2/09) -37.80
Bull Market (2/09 - 3/21) 332.83

Load Adjusted Returns as of Apr 30, 2026

1 Year 9.62
5 Year 3.90
10 Year 7.24
Since Inception 7.72

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.18 NA NA NA
2025 -2.09 7.36 4.69 0.73
2024 4.65 -0.30 6.27 -3.05
2023 4.87 2.49 -4.35 10.07
2022 -6.24 -10.78 -5.62 5.82
2021 3.83 5.66 -0.07 5.17

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.3310.867.4913.17-16.4615.3016.2420.82-4.1013.175.77
% Total Return Rel to Index 1.15-7.35-17.52-13.071.73-13.37-2.15-10.660.29-8.62-6.15
% Total Return Rel to Peer -1.66-2.31-4.13-0.78-2.712.124.972.061.460.02-0.57
% Perf Quintile vs Peer* 4.005.005.003.004.002.001.002.003.004.004.00
% Dividends 0.000.530.500.340.280.230.250.370.460.140.28
% Yield 1.871.821.811.891.140.730.911.402.080.541.20
Capital Gains ($) 0.001.970.450.491.131.170.481.800.142.330.38
Expense Ratio 0.000.300.300.300.300.300.300.300.300.290.77

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