Pax World Growth Instl
30 Penhallo Street, Suite 400 Portsmouth NH 03801-3852
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Phone: 800-372-7827
| Category: | Mid-Cap Growth | | Fund Family: | Pax World | | Net Assets: | 3.11M | | Year-to-Date Return: | -11.31% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 02-Apr-07 |
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| Min Initial Investment: | $500,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $1,000 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term growth of capital. The fund invests primarily in equity securities (such as common stocks, preferred stocks and securities convertible into common or preferred stocks) of companies that the Adviser believes have above-average growth prospects. It may invest up to 45% of its assets in securities of non-U.S. issuers, including American Depositary Receipts ("ADRs”). The fund may invest no more than 25% of its assets in securities of non-U.S. issuers, other than ADRs. It may utilize derivatives for hedging and for investment purposes. |
| Last Dividend
| N/A | | Last Cap Gain
(20-Jun-08):
| 0.25 | | Annual Holdings Turnover
| 66.00% | | Average for Category:
| 117.29% |
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| Expense | PWGIX | Category
Avg | | Total Expense Ratio: | 1.26%
| 1.49% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.31% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$381 | $696 | | 5 Yr Expense Projection*: |
$696 | $1,084 | | 10 Yr Expense Projection*: |
$1,686 | $2,130 |
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0.11% Nasdaq 
0.36%
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