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Lions Roar : May 2007
The perfect retirement: Money in hand, values intact. The goal of retirement investing is to have a nest egg you can rely on. But does that mean sacrificing your values to get there? Of course not. For 35 years, the Pax World Balanced Fund has been investing in companies that we believe are financially strong and socially responsible. In our view, companies aspiring to higher standards of corporate social responsibility are more forward looking and are better long-term investments. We want our shareholders to benefit from their vision and success. We think this is a better approach to retirement investing – better for you and better for the world you retire into. In a Pax World retirement account, you can put your money and your values to work at the same time. Before investing in the Pax World Balanced Fund, consider its investment objectives, risks, charges and expenses. For this and other information, please obtain a fund prospectus by visiting our web site. Read the prospectus carefully before investing. The Fund’s social screening policies may inhibit its ability to participate in certain attractive investment opportunities that otherwise would be consistent with its principal investment strategies and objectives. Distributor: H.G. Wellington & Co., Inc. Member NASD/SIPC (11/06) MUTUAL FUNDS 1-800 -767-1729 www.pax world.com Performance data quoted represents past performance, which does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. For most recent month-end performance information visit www.paxworld.com. PAX WORLD BALANCED FUND Average Annual Total Returns as of 12/31/06 1 YEAR 5 YEAR 10 YEAR 20 YEAR 10.71% 7.17% 9.52% 10.14 %