Praxis Mutual Funds Family Data Pages

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Performance
09-30-17

Total ReturnCategory Average
Total Return 14.5 5.3 -0.5 6.7 10.6
Category Average 15.5 4.8 -0.3 5.8 11.1
Assets for Each Yr* 1.0 1.1 1.1 1.2 1.4
*billions

Trailing Returns %
09-30-17

  YTD 3 Year 5 Year    
Fund Family 10.62 6.15 7.47

Key Stats
09-30-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
1,417 $2,500 26.7 73.3
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.2 34.15 0.89 Below Avg
International Stock 2.0 19.41 1.05 Below Avg
Municipal Bond --- --- --- ---
Taxable Bond 3.0 35.54 0.74 Average
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
1 0 1
0 0 0
0 1 0
Asset Allocation %
Cash 0.2
Stocks 74.0
Bonds 25.8
Other 0.1
Annual Turnover % 25
% Assets in Top 10 5.8
 
Sector Breakdown (% of stocks) 
Sensitive 38.1
Communication Services 5.1
Energy 5.1
Industrials 10.4
Technology 17.5
Cyclical 38.2
Basic Materials 5.5
Consumer Cyclical 11.2
Financial Services 18.8
Real Estate 2.7
Defensive 23.7
Consumer Defensives 8.2
Healthcare 12.3
Utilities 3.1

Top 20 US Holdings | Get Price Quotes
YTD Return through 10-13-17

  Sector YTD Return % % Net Assets  
  Apple Inc* Technology 37.13 1.16
  Microsoft Corp* Technology 26.59 0.84
  Facebook Inc A* Technology 51.01 0.59
  Johnson & Johnson* Healthcare 20.57 0.58
  Amazon.com Inc* Consumer Cyclical 33.75 0.56
  JPMorgan Chase & Co* Financial Services 13.45 0.54
  Alphabet Inc A* Technology 27.18 0.44
  Alphabet Inc C* Technology 28.23 0.38
  Procter & Gamble Co* Consumer Defensive 13.09 0.38
  Bank of America Corporation* Financial Services 18.10 0.36
  AT&T Inc* Communication Services -11.45 0.34
  Coca-Cola Co* Consumer Defensive 14.06 0.34
  PepsiCo Inc* Consumer Defensive 9.89 0.33
  3M Co* Industrials 23.90 0.31
  Comcast Corp Class A* Communication Services 5.67 0.31
  Verizon Communications Inc* Communication Services -5.99 0.31
  The Home Depot Inc* Consumer Cyclical 24.66 0.30
  Visa Inc Class A* Financial Services 39.91 0.30
  Occidental Petroleum Corp* Energy -5.91 0.30
  Merck & Co Inc* Healthcare 10.07 0.30
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Best 5-Year Relative Performance | More
10-13-17

Worst 5-Year Relative Performance | More
10-13-17

Lowest Expenses | More
10-13-17

Fund Name Expense Ratio Analyst Report
Praxis Growth Index I 0.44 ---
Praxis Genesis Balanced A 0.55 ---
Praxis Genesis Conservative A 0.58 ---
Praxis Genesis Growth A 0.61 ---
Praxis International Index I 0.77 ---

Highest Expenses | More
10-13-17

Fund Name Expense Ratio Analyst Report
Praxis Small Cap Index I 1.00 ---
Praxis Impact Bond A 0.94 ---
Praxis Value Index A 0.94 ---
Praxis International Index I 0.77 ---
Praxis Genesis Growth A 0.61 ---

Longest Manager Tenure | More
10-13-17

Fund Name Manager Name Average Manager Tenure
Praxis Impact Bond A Delmar King 18
Praxis Genesis Balanced A Benjamin Bailey 4
Praxis Genesis Conservative A Benjamin Bailey 4
Praxis Genesis Growth A Benjamin Bailey 4
Praxis Growth Index I Dale Snyder 4

Shortest Manager Tenure | More
10-13-17

Fund Name Manager Name Average Manager Tenure
Praxis Small Cap Index I Dale Snyder 1
Praxis International Index I Ran Leshem 4
Praxis Genesis Balanced A Benjamin Bailey 4
Praxis Genesis Conservative A Benjamin Bailey 4
Praxis Genesis Growth A Benjamin Bailey 4
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