Welcome from the President
As Chief Executive Officer of Pax World Funds, I’d like to welcome you to our web site.
The fact that you’re visiting the site suggests that you’re interested in mutual funds. With over 9,000 funds available to you today, what is it about Pax World Funds that warrants your attention?
We believe it’s our unique investment approach. We call it Sustainable Investing – the full integration of environmental, social and governance (ESG) criteria into our investment analysis and decision making. By combining rigorous financial analysis with equally rigorous ESG analysis, we seek to identify better-managed companies that, among other attributes, are leaders in their categories, meet positive standards of corporate responsibility and focus on the long term.
True to our roots as a socially responsible investment organization – we launched the first SRI fund in 1971 with the Pax World Balanced Fund – we avoid investing in companies that are significantly involved in the manufacture of weapons or weapons-related products, manufacture tobacco products, or engage in unethical business practices.
Our portfolio managers are careful, disciplined market and stock analysts, attentive to trends, risk and the investment needs of long-term shareholders. We also try to be attentive to cost, and the long-term goal of each of our Funds is to provide competitive returns to our shareholders at below-average cost.
It may also interest you to know that we offer the lowest account minimums in the mutual fund business. While many mutual funds require $2,500 or even $5,000 to open an account, you can open an individual account at Pax with an initial investment of only $250. This helps make our Funds available to all investors, no matter how much money they have to invest. We also offer institutional class shares and lower fee structures for investors with account minimums of $500,000.
In the final analysis, investing is largely about the future. We invest for our families, for our retirement, to advance the goals of the organizations and institutions we serve or support – in short, we invest for tomorrow. I hope and trust that Pax World can serve your investment goals, and that working together we can make a small but meaningful contribution to a better and brighter tomorrow.
Thank you for visiting us, and please let us know if we can be of assistance.
Joseph Keefe
President & CEO