Praxis Mutual Funds Family Data Pages

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Performance
11-30-17

Total ReturnCategory Average
Total Return 14.5 5.3 -0.5 6.7 13.7
Category Average 15.5 4.8 -0.3 5.8 13.8
Assets for Each Yr* 1.0 1.1 1.1 1.2 1.5
*billions

Trailing Returns %
11-30-17

  YTD 3 Year 5 Year    
Fund Family 13.71 6.22 8.04

Key Stats
11-30-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
1,467 $2,500 27.0 73.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.3 34.77 0.89 Below Avg
International Stock 2.0 19.30 1.05 Below Avg
Municipal Bond --- --- --- ---
Taxable Bond 3.0 35.01 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 0.3
Stocks 74.3
Bonds 25.3
Other 0.1
Annual Turnover % 25
% Assets in Top 10 5.8
 
Sector Breakdown (% of stocks) 
Sensitive 39.0
Communication Services 4.8
Energy 5.2
Industrials 10.9
Technology 18.1
Cyclical 38.1
Basic Materials 5.4
Consumer Cyclical 11.2
Financial Services 19.0
Real Estate 2.5
Defensive 22.9
Consumer Defensives 7.9
Healthcare 11.9
Utilities 3.0

Top 20 US Holdings | Get Price Quotes
YTD Return through 12-15-17

  Sector YTD Return % % Net Assets  
  Apple Inc* Technology 52.33 1.16
  Microsoft Corp* Technology 42.32 0.84
  Facebook Inc A* Technology 56.61 0.59
  Johnson & Johnson* Healthcare 26.53 0.58
  Amazon.com Inc* Consumer Cyclical 57.25 0.56
  JPMorgan Chase & Co* Financial Services 25.37 0.54
  Alphabet Inc A* Technology 35.28 0.44
  Alphabet Inc C* Technology 37.88 0.38
  Procter & Gamble Co* Consumer Defensive 12.55 0.38
  Bank of America Corporation* Financial Services 33.17 0.36
  AT&T Inc* Communication Services -5.48 0.34
  Coca-Cola Co* Consumer Defensive 14.98 0.34
  PepsiCo Inc* Consumer Defensive 16.97 0.33
  3M Co* Industrials 35.91 0.31
  Comcast Corp Class A* Communication Services 16.39 0.31
  Verizon Communications Inc* Communication Services 3.02 0.31
  The Home Depot Inc* Consumer Cyclical 38.83 0.30
  Visa Inc Class A* Financial Services 46.77 0.30
  Occidental Petroleum Corp* Energy 3.44 0.30
  Merck & Co Inc* Healthcare -1.26 0.30
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Best 5-Year Relative Performance | More
12-15-17

Fund Name 5-Yr Rank Analyst Report
Praxis Growth Index I 30 ---
Praxis Value Index A 52 ---
Praxis Genesis Growth A 53 ---
Praxis Genesis Balanced A 68 ---
Praxis Impact Bond A 68 ---

Worst 5-Year Relative Performance | More
12-15-17

Lowest Expenses | More
12-15-17

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
12-15-17

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
12-15-17

Fund Name Manager Name Average Manager Tenure
Praxis Impact Bond A Delmar King 18
Praxis Genesis Balanced A Benjamin Bailey 5
Praxis Genesis Conservative A Benjamin Bailey 5
Praxis Genesis Growth A Benjamin Bailey 5
Praxis Growth Index I Dale Snyder 5

Shortest Manager Tenure | More
12-15-17

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 5
Praxis Genesis Conservative A Benjamin Bailey 5
Praxis Genesis Growth A Benjamin Bailey 5
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