Praxis Mutual Funds Fund Family Report
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  • Performance
    08-31-18

    Total ReturnCategory Average
    Total Return5.34-0.536.6514.543.65
    Category Average4.80-0.325.7714.733.32
    Assets for Each Yr*1.061.101.211.461.54
    *billions

    Trailing Returns %
    08-31-18

      YTD 3 Year 5 Year    
    Fund Family 3.65 8.41 7.51

    Key Stats
    08-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,543 mil $2,500 23.53 76.47
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.5 35.76 0.72 Below Avg
    International Stock 2.9 18.05 0.99 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond 3.0 35.33 0.74 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-19-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 32.06 1.21
    JPMorgan Chase & Co* Financial Services 11.56 0.54
    Bank of America Corporation* Financial Services 6.33 0.40
    UnitedHealth Group Inc* Healthcare 21.51 0.39
    Mastercard Inc A* Financial Services 44.65 0.31
    AT&T Inc* Communication Services -10.31 0.28
    AbbVie Inc* Healthcare -3.16 0.26
    Verizon Communications Inc* Communication Services 4.42 0.26
    Procter & Gamble Co* Consumer Defensive -6.26 0.24
    Citigroup Inc* Financial Services 0.54 0.23
    Abbott Laboratories* Healthcare 21.50 0.21
    Oracle Corp* Technology 5.75 0.21
    Comcast Corp Class A* Communication Services -5.47 0.19
    Accenture PLC A* Technology 13.97 0.18
    US Bancorp* Financial Services 3.62 0.18
    Adobe Systems Inc* Technology 51.15 0.17
    Schlumberger Ltd* Energy -6.91 0.17
    Union Pacific Corp* Industrials 23.09 0.16
    PNC Financial Services Group Inc* Financial Services -0.21 0.15
    Broadcom Inc* Technology -3.84 0.13

    Best 5-Year Relative Performance | More
    09-19-18

    Worst 5-Year Relative Performance | More
    09-19-18

    Lowest Expenses | More
    09-19-18

    Highest Expenses | More
    09-19-18

    Longest Manager Tenure | More
    09-19-18

    Fund Name   Manager Name Avg Manager Tenure  
    Praxis Impact Bond A Benjamin Bailey 6.90
    Praxis Growth Index Dale Snyder 5.30
    Praxis Value Index A Dale Snyder 5.30
    Praxis International Ran Leshem 3.10
    Praxis Genesis Balan Benjamin Bailey 2.80

    Shortest Manager Tenure | More
    09-19-18

    Fund Name   Manager Name Avg Manager Tenure  
    Praxis Small Cap Ind Dale Snyder 1.70
    Praxis Genesis Balan Benjamin Bailey 2.80
    Praxis Genesis Conse Benjamin Bailey 2.80
    Praxis Genesis Growt Benjamin Bailey 2.80
    Praxis International Ran Leshem 3.10