2 / 5 Stars
2 3 2 2 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#37 in Aggressive Allocation
U.S. News evaluated 120 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 17.57 percent over the past year, and 8.73 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.6%|
|3 Years (Annualized)||8.7%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation with current income as a secondary objective. The Portfolio (a "fund of funds") seeks to achieve its investment objective by investing primarily in Class I shares of underlying Praxis Funds. This methodology typically results in an allocation of 10 - 30 percent of assets in bond funds and 70 - 90 percent in equity funds. In selecting a diversified portfolio of underlying funds, the Adviser analyzes many factors, including the underlying funds' investment objectives, total return, and volatility. Investments in these non-Praxis funds and ETFs may not exceed 10% of the value of the Portfolio.
Fees are Average compared to funds in the same category.
Praxis Genesis Growth Portfolio has an expense ratio of 0.61 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.