What is the minimum investment required?
The minimum investment required to invest with Pax World depends on the investment strategy and account type. For the Pax Balanced Fund or the Pax Core Bond Fund, the minimum initial investment is $1,000 for individual investors and $250 for retirement accounts. However, for the Pax Ellevate Global Women's Leadership Fund, the minimum initial investment is $2,500 for individual investors and $1,000 for retirement accounts. Additionally, certain institutional accounts may have different requirements. It is important to note that subsequent investments can be as low as $50 for individual accounts and $25 for retirement accounts. The specific minimum investment for each strategy and account type is outlined in the fund's prospectus.
Answered Nov 2, 2023
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