PAXWX quote
20.39up +0.11 +0.54%
Previous Close20.28CategoryModerate Allocation
Net Assets1.77 BilDividend Yield1.92%
Morningstar ratings:Minimum Initial Purchase250
RiskAverage1 Year Return26.23%
RatingRating: 3 out of 53 Year Return-2.78%
ReturnAverage5 Year Return1.88%
Cumulative growth of a $10,000 investment
10k growth chart
20042005200620072008YTD
Growth13.40%19.51%32.32%44.80%0.31%17.72%
Value$11,340$11,951$13,232$14,480$10,031$11,772
Last NAV update 8:00 PM ET   Financial data in U.S. dollars

Your latest quotes:  BUD, IIH, PSO, PAXWX, /GBPUSD, ATVI

MSN Money fund commentary
Overview
The investment seeks income and conservation of principal and long term growth of capital is the secondary objective. The fund follows a Sustainable Investing approach, combining rigorous financial analysis with equally rigorous Environmental, Social, and Governance (ESG) analysis in order to identify investments. It normally invests approximately 60% of assets in equities and 40% of assets in debt securities. The equity portion of portfolio may range from 50% to 75% and the debt portion of portfolio may range from 25% to 50%. The fund may invest up to 45% of assets in securities of foreign issuers, including American Depositary Receipts (“ADRs”).
More information for PAXWX
Fees and expenses
Front load0.00%
Deferred load0.00%
Expense Ratio0.95%
Top holdings for PAXWX
Company Name% Net Assets
Cisco Systems, Inc.2.32%
PepsiCo, Inc.2.17%
EMC Corporation2.06%
Qualcomm, Inc.2.00%
Becton, Dickinson and Company1.89%
More top holdings for PAXWX
Additional Fund Information
Inception date11/30/1971
ManagerChristopher Brown
Manager start date04/15/1998
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