PAX Balanced Fund — new fund registration

PAX WORLD FUNDS SERIES TRUST I registered fund series on Form 485APOS, filed 2018-02-01. Featured series: PAX Balanced Fund.

Registration

• Registrant / trust: PAX WORLD FUNDS SERIES TRUST I
• CIK: 0000076721
• Form: 485APOS
• Filed: 2018-02-01
• State of incorporation: MA
• Accession: 0001398344-18-001396
• Reported net assets: $2.3B

Series & classes (24)

Fees (from the effective prospectus)

• 12b-1 fee: 0.25%
• Gross expense ratio: 0.94%
• Management fee: 0.05%
• Net expense ratio: 0.91%
• Other expenses: 0.00%

Investment objective

The Sustainable Allocation Funds primary investment objective is to seek income and conservation of principal.

Advisers

• Impax Asset Management LLC (Advisor)

Other filings by this registrant (15)

• 485APOS — 2025-10-03 (1 new series)
• 485APOS — 2024-02-27
• 485APOS — 2023-08-25 (2 new series)
• 485APOS — 2022-03-01
• 485APOS — 2021-03-01
• 485APOS — 2018-04-12 (2 new series)
• 485APOS — 2018-03-01
• 485APOS — 2017-03-01
• 485APOS — 2016-09-30 (6 new series)
• 485APOS — 2015-12-15 (4 new series)
• 485APOS — 2014-01-15
• 485APOS — 2013-12-12 (3 new series)

More

• Registrant profile: PAX WORLD FUNDS SERIES TRUST I
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