PAX WORLD MANAGEMENT Overview

Pax World Management Llc is an investment advisor that manages 3.4 BN dollars in regulatory AUM and has 53 employees, of which 15 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 52% of the manager's regulatory AUM.

PAX WORLD MANAGEMENT StockAlpha

-1.3%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

PAX WORLD MANAGEMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MSFT 2.27% Tech 6.64% 0.12% 0 36%
AAPL 2.16% Tech -0.31% -0.03% 0 42%
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PAX WORLD MANAGEMENT Founders and Key Employees

Name Title In Position Since
Laurence A. Shadek Chairman Of The Board, Elected Manager September-1996
James M. Shadek Elected Manager September-1996
Katherine S. Boyle Elected Manager September-1996
Joseph F. Keefe Chief Executive Officer, President, Elected Manager May-2005
John A. Boese Chief Compliance Officer January-2006
Alicia K. Dubois Chief Financial Officer October-2006
Christopher H. Brown Chief Investment Officer, Elected Manager January-2008

PAX WORLD MANAGEMENT Brokers, Custodians, Auditors and Administrators

Type Company

PAX WORLD MANAGEMENT Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


The strategies and risks for each of the Pax World Balanced Fund, Growth Fund, Small Cap Fund, International Index Fund, High Yield Bond Fund, Pax Ellevate Global Women’s Index Fund and Global Environmental Markets Fund are as follows:



4
Balanced Fund
The Balanced Fund follows a sustainable investing approach, combining rigorous financial analysis with equally rigorous environmental, social and governance (ESG) analysis in order to identify investments. The Balanced Fund normally expects to invest approximately 60% of its assets in equity securities and approximately 40% of its assets in debt securities, though this allocation may vary somewhat depending on market conditions.

The Balanced Fund may invest in equity securities of companies with any market capitalization. The Balanced Fund is not constrained by any particular investment style, and may therefore invest in “grow...
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PAX WORLD MANAGEMENT Portfolio Concentration

PAX WORLD MANAGEMENT Location

30 PENHALLOW STREET, SUITE 400
PORTSMOUTH, New Hampshire
UNITED STATES, 03801

PAX WORLD MANAGEMENT Contact Information

Phone Number: 603-431-8022
Fax Number: 603-431-9175
Website:

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