About PWGIX
Impax US Sustainable Economy Fund Institutional Class is a U.S. equity mutual fund that adopts a systematic, sustainability-driven investment approach, focusing on large-cap companies. Its primary purpose is to capture long-term capital growth by investing in firms positioned to benefit from the transition to a more sustainable and resource-efficient economy. The fund selects high-quality, profitable businesses that align with sustainability objectives, intentionally favoring energy efficiency companies over traditional energy sectors to reduce climate-related risks.
The fund’s portfolio is diversified across major sectors, with significant exposure to information technology, financials, health care, and industrials. Top holdings include well-known companies such as Apple, Microsoft, NVIDIA, and Visa, reflecting a focus on innovative leaders with strong environmental, social, and governance (ESG) profiles. Proprietary analytical tools and risk models are integrated into the investment process to manage both financial and sustainability-related opportunities and risks. This fund plays a notable role in the market by catering to investors seeking to align their capital with the U.S. sustainable economy megatrend, blending traditional financial analysis with rigorous ESG criteria.
Fund Family Impax Asset Management
Category Large Blend
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol PWGIX
Share Class Institutional Class
Index Russell 1000 TR USD
PWGIX had a total return of 23.57% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.46%.
