Praxis Mutual Funds Fund Family Report
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  • Performance
    09-30-18

    Total ReturnCategory Average
    Total Return5.34-0.536.6514.543.46
    Category Average4.80-0.325.7714.733.23
    Assets for Each Yr*1.061.101.211.461.52
    *billions

    Trailing Returns %
    09-30-18

      YTD 3 Year 5 Year    
    Fund Family 3.46 8.93 6.82

    Key Stats
    09-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,519 mil $2,500 23.39 76.61
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.4 36.01 0.72 Below Avg
    International Stock 2.9 18.68 0.99 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond 3.0 34.32 0.74 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-17-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 25.30 1.21
    Alphabet Inc Class C* Technology 3.15 0.76
    JPMorgan Chase & Co* Financial Services 3.43 0.54
    Johnson & Johnson* Healthcare -2.32 0.49
    Bank of America Corporation* Financial Services -2.61 0.40
    Visa Inc Class A* Financial Services 17.84 0.40
    UnitedHealth Group Inc* Healthcare 17.79 0.39
    Alphabet Inc A* Technology 3.55 0.34
    Intel Corp* Technology -2.23 0.33
    AT&T Inc* Communication Services -13.19 0.28
    Citigroup Inc* Financial Services -6.64 0.23
    Occidental Petroleum Corp* Energy 7.05 0.23
    PepsiCo Inc* Consumer Defensive -10.17 0.23
    Netflix Inc* Consumer Cyclical 67.32 0.22
    Walt Disney Co* Consumer Cyclical 4.17 0.22
    Amgen Inc* Healthcare 13.77 0.21
    Abbott Laboratories* Healthcare 21.29 0.21
    US Bancorp* Financial Services -1.47 0.18
    Adobe Systems Inc* Technology 36.24 0.17
    Eli Lilly and Co* Healthcare 29.76 0.17

    Best 5-Year Relative Performance | More
    10-17-18

    Worst 5-Year Relative Performance | More
    10-17-18

    Lowest Expenses | More
    10-17-18

    Highest Expenses | More
    10-17-18

    Longest Manager Tenure | More
    10-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    Praxis Impact Bond A Benjamin Bailey 7.00
    Praxis Growth Index Dale Snyder 5.30
    Praxis Value Index A Dale Snyder 5.30
    Praxis International Ran Leshem 3.20
    Praxis Genesis Balan Benjamin Bailey 2.90

    Shortest Manager Tenure | More
    10-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    Praxis Small Cap Ind Dale Snyder 1.80
    Praxis Genesis Balan Benjamin Bailey 2.90
    Praxis Genesis Conse Benjamin Bailey 2.90
    Praxis Genesis Growt Benjamin Bailey 2.90
    Praxis International Ran Leshem 3.20