Praxis Mutual Funds Family Data Pages

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Performance
06-30-18

Total ReturnCategory Average
Total Return 5.3 -0.5 6.7 14.5 0.4
Category Average 4.8 -0.3 5.8 14.7 0.4
Assets for Each Yr* 1.1 1.1 1.2 1.5 1.5
*billions

Trailing Returns %
06-30-18

  YTD 3 Year 5 Year    
Fund Family 0.43 6.22 7.16

Key Stats
06-30-18

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
1,504 $2,500 23.2 76.8
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.3 34.44 0.72 Below Avg
International Stock 2.9 18.48 0.99 Below Avg
Municipal Bond --- --- --- ---
Taxable Bond 3.0 36.26 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 0.6
Stocks 74.1
Bonds 25.2
Other 0.0
Annual Turnover % 22
% Assets in Top 10 6.6
 
Sector Breakdown (% of stocks) 
Sensitive 38.6
Communication Services 4.0
Energy 5.3
Industrials 10.1
Technology 19.3
Cyclical 39.4
Basic Materials 5.0
Consumer Cyclical 12.6
Financial Services 19.3
Real Estate 2.5
Defensive 22.0
Consumer Defensives 7.0
Healthcare 12.2
Utilities 2.7

Top 20 US Holdings | Get Price Quotes
YTD Return through 07-13-18

  Sector YTD Return % % Net Assets  
  Apple Inc* Technology 13.86 1.26
  Microsoft Corp* Technology 24.23 1.12
  Amazon.com Inc* Consumer Cyclical 55.03 0.94
  Alphabet Inc C* Technology 13.61 0.68
  JPMorgan Chase & Co* Financial Services 1.03 0.53
  Johnson & Johnson* Healthcare -8.62 0.52
  Bank of America Corporation* Financial Services -2.47 0.40
  Visa Inc Class A* Financial Services 22.65 0.38
  UnitedHealth Group Inc* Healthcare 18.09 0.37
  The Home Depot Inc* Consumer Cyclical 5.92 0.36
  Alphabet Inc A* Technology 14.34 0.29
  AbbVie Inc* Healthcare 2.64 0.28
  Coca-Cola Co* Consumer Defensive -0.78 0.26
  McDonald's Corp* Consumer Cyclical -6.73 0.26
  Merck & Co Inc* Healthcare 13.47 0.24
  Walt Disney Co* Consumer Cyclical 3.10 0.23
  Citigroup Inc* Financial Services -9.10 0.22
  Occidental Petroleum Corp* Energy 15.64 0.22
  Procter & Gamble Co* Consumer Defensive -12.15 0.22
  Oracle Corp* Technology 3.66 0.21
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Best 5-Year Relative Performance | More
07-13-18

Worst 5-Year Relative Performance | More
07-13-18

Lowest Expenses | More
07-13-18

Fund Name Expense Ratio Analyst Report
Praxis Growth Index I 0.44 ---
Praxis Small Cap Index I 0.50 ---
Praxis Genesis Balanced A 0.53 ---
Praxis Genesis Growth A 0.60 ---
Praxis Genesis Conservative A 0.61 ---

Highest Expenses | More
07-13-18

Fund Name Expense Ratio Analyst Report
Praxis Value Index A 0.94 ---
Praxis Impact Bond A 0.93 ---
Praxis International Index I 0.72 ---
Praxis Genesis Conservative A 0.61 ---
Praxis Genesis Growth A 0.60 ---

Longest Manager Tenure | More
07-13-18

Fund Name Manager Name Average Manager Tenure
Praxis Impact Bond A Benjamin Bailey 7
Praxis Growth Index I Dale Snyder 5
Praxis Value Index A Dale Snyder 5
Praxis International Index I Ran Leshem 3
Praxis Genesis Balanced A Benjamin Bailey 3

Shortest Manager Tenure | More
07-13-18

Fund Name Manager Name Average Manager Tenure
Praxis Small Cap Index I Dale Snyder 2
Praxis Genesis Balanced A Benjamin Bailey 3
Praxis Genesis Conservative A Benjamin Bailey 3
Praxis Genesis Growth A Benjamin Bailey 3
Praxis International Index I Ran Leshem 3
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