At Pax World, we are pleased to offer a variety of account options and shareholder services to help meet your investment needs.

Types of Accounts

  • Regular Accounts
    Individual, business and trust accounts are available for all Pax World Funds.
  • Traditional IRA
    Contributions to an IRA may be tax-deductible. Taxes are paid only when funds are withdrawn, when investors may be in a lower tax bracket.
  • Roth IRA
    Contributions to a Roth IRA are not deductible, but after five years some types of withdrawals are tax-free.
  • SIMPLE IRA
    This is a retirement plan designed for small businesses.
  • SEP IRA
    This is an employer-funded retirement plan for small businesses and self-employed persons.
  • Education Savings Account & Uniform Gift to Minors Account (UGMA)
    These plans can provide excellent ways to save for a child’s education.

Services

  • Automatic Investment Plan
    You may arrange to have a fixed amount automatically deducted from your checking or savings account and invested in your Pax World account on a monthly or quarterly basis. Automatic investment plans do not assure a profit and do not protect against loss in declining markets.
  • Online Account Access
    Pax World shareholders can view account balances and recent transaction history, purchase and redeem shares or make exchanges between different Pax World Funds.
  • Electronic Delivery
    Pax World shareholders can save paper by electing to receive their account documents by e-mail in place of paper copies. You may choose electronic delivery for any of the following documents: Annual Reports, Semi-Annual Reports, Prospectuses, Proxy Statements and Quarterly Account Statements. To enroll in E-Delivery, or to cancel or change your consent options or change your e-mail address for E-Delivery, login to Account Access and choose E-Delivery from the Email/Account Admin menu.


Please note that the information above does not constitute tax advice. Always consult your tax advisor before making any tax-related investment decisions.

Connection Newsletter

Pax World Connection, our quarterly shareholder newsletter, is now available to download and save in PDF format.

Download Now ยป