About PXSIX
The Impax Small Cap Fund Institutional Class is a U.S. equity mutual fund focused on delivering long-term capital growth by investing primarily in small capitalization companies. Its strategy targets firms that are well positioned to benefit from innovation and growth opportunities within the U.S. small-cap segment. Managed by a team employing a bottom-up, risk-focused investment approach, the fund seeks high-quality companies characterized by strong free cash flow, robust balance sheets, disciplined management, and undervalued growth potential. Integrating proprietary research, the fund also incorporates sustainability considerations into its investment process, aiming to identify both opportunities and risks tied to environmental, social, and governance factors. The fund typically holds a diversified portfolio across sectors, with a moderate turnover rate and a strong emphasis on risk management to help mitigate losses and reduce portfolio volatility. As an institutional class share, it is tailored for larger investors, requiring a higher minimum investment and offering a competitive expense structure relative to peers.
Fund Family Impax Asset Management
Category Small Blend
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol PXSIX
Share Class Institutional Class
Index Russell 2000 TR
PXSIX had a total return of 21.90% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.92%.
