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Mutual Funds: PAX WORLD

Below are the funds available and their minimum investment amounts. If you don’t see the fund you are looking for or are uncertain whether a fund is available for your use, contact us.

Fund Settlement Date Taxable Initial Taxable Subsequent Non-Taxable Initial Non-Taxable Subsequent
PAX CORE BOND FUND INVESTOR (PAXBX)
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1 $1,000.00 $50.00 $1,000.00 $50.00
PAX WORLD HIGH YIELD FUND INDIVIDUAL INV (PAXHX)
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1 $250.00 $0.00 $250.00 $0.00
PAX LARGE CAP FUND IND INVESTOR (PAXLX)
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1 $1,000.00 $50.00 $1,000.00 $50.00
PAX WORLD BALANCED FUND INDIVIDUAL INVES (PAXWX)
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1 $250.00 $0.00 $250.00 $0.00
PAX WORLD GLOBAL ENVIRONMENT MARKETS FD (PGRNX)
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1 $250.00 $50.00 $0.00 $0.00
PAX ESG BETA QUALITY FUND CLASS A (PXGAX)
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1 $1,000.00 $50.00 $1,000.00 $50.00
PAX WORLD FDS SER TR I INTL INDVD INV (PXINX)
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1 $250.00 $0.00 $0.00 $0.00
PAX WORLD FDS SER TR I S CAP INDV INV (PXSCX)
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1 $250.00 $0.00 $0.00 $0.00
PAX WORLD FDS SER TR III GLWMNIDX IND IN (PXWEX)
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1 $250.00 $0.00 $250.00 $0.00
PAX WORLD GROWTH FUND INDIVIDUAL INVESTO (PXWGX)
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1 $250.00 $0.00 $250.00 $0.00

Some funds charge fees to cover marketing, distribution and administrative expenses. These fees include marketing fees known as a “12b-1 fees”, as well as certain record keeping or shareholder services fees. Such fees are included in the fund’s overall expense ratio and a portion of these fees may be paid to FOLIOfn Investments, Inc. FOLIOfn Investments reserves the right to change the funds we make available at any time without prior notice.