Impax Small Cap Fund Institutional Class
PXSIX
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- Pax Small Cap Fund (PXSIX) is an open-end mutual fund that seeks long-term growth of capital by investing primarily in small-capitalization equity securities of companies demonstrating strong Christian values and ethical business practices. The fund offers exposure to domestic small-cap stocks selected through a proprietary screening process that emphasizes biblical principles, financial strength, and management integrity; it maintains a diversified portfolio typically comprising 50 to 100 holdings across sectors such as financials, industrials, technology, and consumer discretionary, while avoiding industries like alcohol, tobacco, gambling, abortion, pornography, and embryonic stem cell research. Managed actively with a focus on undervalued opportunities, the fund provides retail and institutional investors with a values-aligned alternative in the small-cap equity space, benchmarked against the Russell 2000 Index. Established in 2005 and domiciled in the United States under the management of Pax World Funds (a subsidiary of Pax Financial Group), the fund operates with a headquarters in Exeter, New Hampshire, and distributes shares through financial advisors, broker-dealers, and direct channels targeting faith-based investors nationwide. Geographically, its investments center on U.S.-based small-cap companies, with occasional exposure to American Depositary Receipts for international firms meeting its ethical criteria. In recent developments, the fund benefited from Pax World Funds' strategic affiliation enhancements within the Pax Financial Group ecosystem, including expanded ESG integration and portfolio manager transitions in 2024 to bolster small-cap expertise amid market volatility; additionally, it launched enhanced digital reporting tools for shareholders and participated in a 2025 partnership with select Christian financial advisors to broaden distribution, reflecting ongoing adaptations to regulatory changes and investor demand for transparent, values-driven small-cap strategies.