Praxis Mutual Funds Fund Family Report
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  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return14.475.34-0.536.653.43
    Category Average15.704.70-0.145.403.64
    Assets for Each Yr*0.991.061.101.211.25
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family 3.43 4.57 6.65

    Key Stats
    02-28-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,250 mil $2,500 27.43 72.57
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 34.96 0.89 Below Avg
    International Stock 2.0 16.25 1.05 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond 3.8 37.31 0.74 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-29-17

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 24.93 1.19
    Microsoft Corp* Technology 5.99 0.82
    Johnson & Johnson* Healthcare 9.12 0.59
    Amazon.com Inc* Consumer Cyclical 16.60 0.53
    Facebook Inc A* Technology 23.99 0.51
    JPMorgan Chase & Co* Financial Services 2.85 0.51
    Procter & Gamble Co* Consumer Defensive 8.55 0.45
    Alphabet Inc A* Technology 7.25 0.44
    Wells Fargo & Co* Financial Services 1.71 0.41
    AT&T Inc* Communication Services -1.39 0.40
    Bank of America Corporation* Financial Services 6.00 0.37
    Alphabet Inc C* Technology 7.72 0.37
    Coca-Cola Co* Consumer Defensive 3.21 0.36
    PepsiCo Inc* Consumer Defensive 8.17 0.36
    Verizon Communications Inc* Communication Services -6.88 0.35
    3M Co* Industrials 7.44 0.34
    Comcast Corp Class A* Communication Services 7.81 0.33
    Merck & Co Inc* Healthcare 8.90 0.33
    The Home Depot Inc* Consumer Cyclical 10.33 0.32
    Visa Inc Class A* Financial Services 14.52 0.30

    Best 5-Year Relative Performance | More
    03-29-17

    Worst 5-Year Relative Performance | More
    03-29-17

    Lowest Expenses | More
    03-29-17

    Highest Expenses | More
    03-29-17

    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
    03-29-17

    Fund Name   Manager Name Avg Manager Tenure  
    Praxis Impact Bond A Delmar King 17.60
    Praxis International Patrick Geddes 6.20
    Praxis Genesis Balan Benjamin Bailey 3.80
    Praxis Genesis Conse Benjamin Bailey 3.80
    Praxis Genesis Growt Benjamin Bailey 3.80

    Shortest Manager Tenure | More
    03-29-17

    Fund Name   Manager Name Avg Manager Tenure  
    Praxis Small Cap Ind Dale Snyder 0.20
    Praxis Genesis Balan Benjamin Bailey 3.80
    Praxis Genesis Conse Benjamin Bailey 3.80
    Praxis Genesis Growt Benjamin Bailey 3.80
    Praxis Growth Index Dale Snyder 3.80