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Net Asset Value:
19.901-Day Return:
0.02 (0.10%)YTD Return
as of 11/6/09:
as of 11/6/09:
18.14%PAXWX
(Pax World Balanced;Inv)
Classification: Mixed-Asset Target Allocation Growth
Objective: Balanced
Open to New Investors: Yes
Lipper Rating
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.
| Growth of $10,000
| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 18.14 | 19.57 | -2.89 | 1.87 | 2.52 |
| Classification | 21.22 | 22.96 | -2.59 | 2.05 | 2.15 |
| Index (S&P 500) | 20.90 | 21.30 | -6.10 | 0.30 | -0.70 |
| % Rank in Class (1-best,100=worst) | 69 | 72 | 58 | 56 | 38 |
| Investment Objective: | Balanced |
|---|---|
| Net Assets ($Mil) | 1,770.40 |
| Inception Date: | 8/10/71 |
| Manager Name, Tenure | Christopher H. Brown, 1998 |
| Expense Ratio: | 0.95% |
|
Sales Charge:
Load Type:
|
No Load 0.00% 0.00% |
| Company Name | Symbol | % Net Assets |
|---|---|---|
| Qualcomm Inc | QCOM | 2.46 |
| Pepsico | 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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