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Monday November 23, 2009 7:19 AM ET
SmartMoney
Net Asset Value: 
20.08
1-Day Return: 
-0.09 (-0.45%)
YTD Return
as of 11/20/09: 
Up 19.21%
PAXWX 
(Pax World Balanced;Inv)
Classification: Mixed-Asset Target Allocation Growth     Objective: Balanced
Open to New Investors: Yes
Lipper Rating
Total Return
Consistent Return
Preservation
Tax Efficiency
Expense
The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.
NAV Chart | Growth of $10,000
Fund Chart
Total Returns (As of 11/20/2009)
 YTD1Yr3Yr5Yr10Yr
Fund 19.21 33.52 -2.92 1.91 2.46
Classification 22.87 42.20 -2.54 2.21 2.03
Index (S&P 500) 23.50 48.80 -5.90 0.70 -0.90
% Rank in Class (1-best,100=worst)7686606038
Fund Stats
Investment Objective:Balanced
Net Assets ($Mil)1,770.40
Inception Date:8/10/71
Manager Name, TenureChristopher H. Brown, 1998
Expense Ratio: 0.95%
Sales Charge:
Load Type:
  
No Load
0.00%
0.00%
Top 10 Holdings (As of 6/30/09)
Company NameSymbol% Net Assets
Qualcomm Inc QCOM 2.46
Pepsico Inc PEP 2.22
Becton Dickinson & Co BDX 2.11
Cisco Systems Inc CSCO 2.01
Cvs Care CVS 1.99
Amgen AMGN 1.91
Procter & Gamble Co PG 1.80
Emc Corp EMC 1.73
Teva Pharmaceutical Industries Ltd TEVA 1.60
Gilead Sciences Inc GILD 1.60
% of Total Holdings 19.43
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