Pax Ellevate Global Women’s Index Fund Invest in Women

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Pax Ellevate Global Women’s
Index Fund
Inception Date: October 1, 1993
Type of Fund: Global Large Cap Core
Symbol: PXWEX
CUSIP: 70422T208
Minimum Investment: $1000
Fund ExpensesMore info
(05/01/2017):
Expense Ratio

Total expenses include a management fee of 0.65%. The management fee is a unified fee that includes all of the operating costs and expenses of the Fund (other than taxes, charges of governmental agencies, interest, brokerage commissions incurred in connection with portfolio transactions, distribution and/or service fees payable under a plan pursuant to Rule 12b-1 under the Investment Company Act of 1940 and extraordinary expenses), including accounting expenses, administrator, transfer agent and custodian fees, Fund legal fees and other expenses. (For this purpose, Pax Ellevate Management does not consider acquired fund fees and expenses to be operating costs and expenses of the Fund.)

Management Fee: 0.65%
12-b1 Fees: 0.25%
Total expenses: 0.90%
Inception Date: April 19, 2006
Type of Fund: Global Large Cap Core
Symbol: PXWIX
CUSIP: 70422T109
Minimum Investment: $250,000
Fund ExpensesMore info
(05/01/2017):
Management Fee: 0.65%
12-b1 Fees: -
Total expenses: 0.65%

If you believe, as we do, that companies that embrace gender diversity are better positioned for growth, innovation and long-term financial success, we suggest you talk to your Financial Advisor about including the Pax Ellevate Global Women’s Index Fund in your investment portfolio.

The Fund is available on many major mutual fund supermarket platforms.

Visit the Pax World website to purchase shares directly.

If you are an Ellevate Member, visit here.

 

Individual Investors Support
Phone: 800.767.1729 (Monday – Friday 9:00AM-5:30PM ET)
E-mail: info@paxworld.com
or visit here for more contact information.

Financial Advisor Sales
Kathleen McQuiggan, Managing Director, Pax Ellevate Management LLC
A registered representative of ALPS Distributors, Inc.
800.767.1729 ext. 7378 | kmcquiggan@paxworld.com

Kelly Coyne, Product Specialist, Pax Ellevate Global Women's Index Fund
A registered representative of ALPS Distributors, Inc.
800.767.1729 ext. 7377 | kcoyne@paxworld.com

RISKS: Investment in mutual funds involves risk, including possible loss of principal invested. You could lose money on your investment in the Fund or the Fund could underperform because of the following risks: the market prices of stocks held by the Fund may fall; individual investments of the Fund may not perform as expected; the Fund’s portfolio management practices may not achieve the desired result. The Fund does not take defensive positions in declining markets. Accordingly, the Fund’s performance would likely be adversely affected by a decline in the Index. Investments in emerging markets and non-US Securities are generally less liquid and less efficient than investments in developed markets and are subject to additional risks, such as risks of adverse governmental regulation, intervention and political developments. As this Fund can have a high concentration in some issuers the Fund can be adversely impacted by changes affecting issuers. There is no guarantee that the objective will be met and diversification does not eliminate risk.