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Impax Us Sustainable Economy Fund Investor Class: (MF: PXWGX)

(NASDAQ Mutual Funds) As of Oct 23, 2026 05:00 PM ET

$28.89 USD

-0.19 (-0.65%)

Zacks MF Rank

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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 Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 13.74 19
3 months 1.25 41
6 months 19.43 16
1 Year 19.19 12
3 Year 21.64 29
5 Year 12.52 19
10 Year 13.80 36

* Annual for three years and beyond.

Zacks Premium Research for PXWGX

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Buy 2
MF Report

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Portfolio Statistics

% Unrealized Gain 25.24
% Yield 0.80
% SEC Yield NA
Net Assets (Mil $) 9/30/2026 222.38
% Turnover 9/30/2026 30.00

Risk

3 Year 5 Year 10 Year
Beta 1.07 1.02 0.98
Alpha -2.07 -1.24 -1.12
R Squared 0.96 0.98 0.98
Std. Dev. 12.71 15.66 15.06
Sharpe 1.28 0.58 1.00

Sector / Country Weightings

As of 9/30/2026 % of Portfolio
Technology 50.46
Finance 13.80
Industrial Cyclical 8.30
Health 7.65
Retail Trade 6.27
Utilities 3.89
Other 3.00
Non-Durable 2.95
Services 2.61
Consumer Durables 1.07

Portfolio Holdings

Top Equity Holdings
(As of 6/30/2026)
% of Portfolio Value (Mil$)
NVIDIA CORP 8.16 88.69
APPLE INC 6.18 67.21
MICROSOFT CORP 3.39 36.83
MICRON TECHNOLOGY INC 2.71 29.40
BROADCOM INC 2.43 26.37
APPLIED MATERIALS INC 2.37 25.78
ALPHABET INC CLASS A 2.32 25.18
ADVANCED MICRO DEVICES IN 2.19 23.79
JOHNSON & JOHNSON 2.15 23.35

Stock Holding % of Net Assets

As Of 6/30/2026
Total Issues 131
Avg. P/E 33.56
Avg. P/Book 3.97
Avg. EPS Growth 12.56
Avg. Market Value (Mil $) 453,234

Composition

% of Portfolio
Stocks 99.02
Foreign Stocks 1.50
Cash 0.84
Bonds 0.00
Foreign Bonds 0.00
Preferred 0.00
Convertible 0.00
Other 0.14
Foreign Hedged 0.00

Style Analysis

% of Portfolio
Large Growth 29.18
Large Value 34.70
Small Growth 7.46
Small Value 0.00
Foreign Stock 13.84
Emerging Market 5.00
Precious Metal 0.44
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00