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PWGIX
Mutual Fund ticker: NASDAQ
AS OF
Dec 17 closing price
Price
$28.86
Change
-$0.17 (-0.59%)
Net Assets
353.96M

PWGIX Impax US Sustainable Economy Instl Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Eli Lilly & Co (NYSE:LLY), Mastercard (NYSE:MA), Johnson & Johnson (NYSE:JNJ), Merck & Co (NYSE:MRK), Verizon Communications (NYSE:VZ).

Industry description

The investment seeks long-term growth of capital. The Adviser follows a sustainable investing approach, investing in companies that the Adviser believes are well positioned to benefit from the transition to a more sustainable economy, integrating environmental, social and governance (ESG) analysis into portfolio construction and managing the portfolio within certain risk parameters relative to the fund’s benchmark universe of Russell 1000 Index companies. Under normal market conditions, the fund invests at least 80% of its net assets in large-capitalization U.S. equity securities.

Market Cap

The average market capitalization across the Impax US Sustainable Economy Instl MF is 1.12T. The market cap for tickers in the group ranges from 44.98B to 3.19T. NVDA holds the highest valuation in this group at 3.19T. The lowest valued company is DLR at 44.98B.

Volume

The average weekly volume growth across all stocks in the Impax US Sustainable Economy Instl MF was 21%. For the same stocks of the MF, the average monthly volume growth was -4% and the average quarterly volume growth was -44%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 67
P/E Growth Rating: 62
Price Growth Rating: 40
SMR Rating: 40
Profit Risk Rating: 25
Seasonality Score: 26 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Pax World Funds Series Trust I30 Penhallow Street, Suite 400Portsmouth
Phone
N/A
Web
www.paxworld.com
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PWGIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PWGIX has been closely correlated with FXAIX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if PWGIX jumps, then FXAIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PWGIX
1D Price
Change %
PWGIX100%
-0.59%
FXAIX - PWGIX
89%
Closely correlated
-0.39%
VSTSX - PWGIX
89%
Closely correlated
-0.49%
VSMPX - PWGIX
89%
Closely correlated
-0.49%
VFFSX - PWGIX
89%
Closely correlated
-0.39%
VTSAX - PWGIX
88%
Closely correlated
-0.49%
More