# PAX Balanced Fund — new fund registration

PAX WORLD FUNDS SERIES TRUST I registered fund series on Form 485APOS, filed 2018-03-01. Featured series: PAX Balanced Fund.

## Registration

- Registrant / trust: PAX WORLD FUNDS SERIES TRUST I
- CIK: 0000076721
- Form: 485APOS
- Filed: 2018-03-01
- State of incorporation: MA
- Accession: 0001398344-18-003184
- Reported net assets: $2.3B

## Series & classes (24)

| Series | Class | Ticker | New |
| --- | --- | --- | --- |
| [PAX Balanced Fund](https://search.stillhousedata.com/fund/S000011971) | Investor Class | PAXWX | — |
| [PAX Balanced Fund](https://search.stillhousedata.com/fund/S000011971) | Institutional Class | PAXIX | — |
| [Pax High Yield Bond Fund](https://search.stillhousedata.com/fund/S000015758) | Investor Class | PAXHX | — |
| [Pax High Yield Bond Fund](https://search.stillhousedata.com/fund/S000015758) | Institutional Class | PXHIX | — |
| [Pax High Yield Bond Fund](https://search.stillhousedata.com/fund/S000015758) | Class A | PXHAX | — |
| [PAX ESG Beta Quality Fund](https://search.stillhousedata.com/fund/S000015763) | Investor Class | PXWGX | — |
| [PAX ESG Beta Quality Fund](https://search.stillhousedata.com/fund/S000015763) | Institutional Class | PWGIX | — |
| [PAX ESG Beta Quality Fund](https://search.stillhousedata.com/fund/S000015763) | Class A | PXGAX | — |
| [Pax Global Environmental Markets Fund](https://search.stillhousedata.com/fund/S000021458) | Investor Class | PGRNX | — |
| [Pax Global Environmental Markets Fund](https://search.stillhousedata.com/fund/S000021458) | Institutional Class | PGINX | — |
| [Pax Global Environmental Markets Fund](https://search.stillhousedata.com/fund/S000021458) | Class A | PXEAX | — |
| [Pax Small Cap Fund](https://search.stillhousedata.com/fund/S000021459) | Investor Class | PXSCX | — |
| [Pax Small Cap Fund](https://search.stillhousedata.com/fund/S000021459) | Institutional Class | PXSIX | — |
| [Pax Small Cap Fund](https://search.stillhousedata.com/fund/S000021459) | Class A | PXSAX | — |
| [Pax MSCI EAFE ESG Leaders Index Fund](https://search.stillhousedata.com/fund/S000044216) | Institutional Class | PXNIX | — |
| [Pax MSCI EAFE ESG Leaders Index Fund](https://search.stillhousedata.com/fund/S000044216) | Investor Class | PXINX | — |
| [Pax Mid Cap Fund](https://search.stillhousedata.com/fund/S000053008) | Institutional Class | PMIDX | — |
| [Pax Mid Cap Fund](https://search.stillhousedata.com/fund/S000053008) | Investor Class | PWMDX | — |
| [PAX LARGE CAP FUND](https://search.stillhousedata.com/fund/S000055844) | Institutional Class | PXLIX | — |
| [PAX LARGE CAP FUND](https://search.stillhousedata.com/fund/S000055844) | Investor Class | PAXLX | — |
| [PAX CORE BOND FUND](https://search.stillhousedata.com/fund/S000055845) | Institutional Class | PXBIX | — |
| [PAX CORE BOND FUND](https://search.stillhousedata.com/fund/S000055845) | Investor Class | PAXBX | — |
| [PAX ESG BETA DIVIDEND FUND](https://search.stillhousedata.com/fund/S000055846) | Institutional Class | PXDIX | — |
| [PAX ESG BETA DIVIDEND FUND](https://search.stillhousedata.com/fund/S000055846) | Investor Class | PAXDX | — |

## 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)](https://search.stillhousedata.com/firm/114335)

## Other filings by this registrant (15)

- [485APOS — 2025-10-03 (1 new series)](https://search.stillhousedata.com/launch/0001398344-25-018818)
- [485APOS — 2024-02-27](https://search.stillhousedata.com/launch/0001398344-24-004633)
- [485APOS — 2023-08-25 (2 new series)](https://search.stillhousedata.com/launch/0001398344-23-015913)
- [485APOS — 2022-03-01](https://search.stillhousedata.com/launch/0001398344-22-004834)
- [485APOS — 2021-03-01](https://search.stillhousedata.com/launch/0001398344-21-005244)
- [485APOS — 2018-04-12 (2 new series)](https://search.stillhousedata.com/launch/0001398344-18-005475)
- [485APOS — 2018-02-01](https://search.stillhousedata.com/launch/0001398344-18-001396)
- [485APOS — 2017-03-01](https://search.stillhousedata.com/launch/0001398344-17-002795)
- [485APOS — 2016-09-30 (6 new series)](https://search.stillhousedata.com/launch/0001398344-16-019185)
- [485APOS — 2015-12-15 (4 new series)](https://search.stillhousedata.com/launch/0001398344-15-008238)
- [485APOS — 2014-01-15](https://search.stillhousedata.com/launch/0001104659-14-002396)
- [485APOS — 2013-12-12 (3 new series)](https://search.stillhousedata.com/launch/0001104659-13-089861)

## More

- [Registrant profile: PAX WORLD FUNDS SERIES TRUST I](https://search.stillhousedata.com/registrant/76721)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/launch/0001398344-18-003184.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.