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Praxis Genesis Balanced A (MBAPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.51-0.04 (-0.26%)
At close: 08:01PM EDT

Praxis Genesis Balanced A

USA

303 Broadway, Suite 900

Praxis Mutual Funds

Management Information
,Lead Manager since June 16, 2013
Benjamin Bailey, CFA® — Benjamin Bailey joined Everence in 2000. He served as assistant portfolio manager since 2002. He began his investment career at Everence working as an investment services support assistant and then as a fixed income research analyst. Mr. Bailey received his Bachelor’s degree in business-economics from Huntington College (Ind.) in 2000. He is a CFA® charterholder.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryAllocation--50% to 70% Equity
Fund FamilyPraxis Mutual Funds
Net Assets92.17M
YTD Return3.67%
Yield1.79%
Morningstar Rating★★★
Inception DateDec 30, 2009

Fund Operations

Last Dividend0.05
Last Cap Gain22.00
Holdings Turnover10.51%
Average for CategoryN/A

Fees & Expenses

ExpenseMBAPXCategory Average
Annual Report Expense Ratio (net)0.94%0.84%
Prospectus Net Expense Ratio0.94%N/A
Prospectus Gross Expense Ratio0.94%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.07%
Max Deferred Sales LoadN/A1.48%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A