2 / 5 Stars
2 2 5 2 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 187 Conservative 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 9.39 percent over the past year, and 5.92 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.2%|
|3 Years (Annualized)||5.9%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks current income and, as a secondary objective, capital appreciation. The Portfolio, a fund of funds, seeks to achieve its investment objective by investing primarily in Class I shares of underlying Praxis Mutual Funds. It typically invests approximately 60 - 80 percent of its assets in bond funds and 20 - 40 percent of its assets in equity funds. The Portfolio may also invest in other mutual funds or exchange traded funds ("ETFs") to gain exposure to unique investment characteristics not available in the underlying Praxis Funds and whose screening criteria may differ from the social investing screens used by the Praxis Mutual Funds.
Fees are Above Average compared to funds in the same category.
Praxis Genesis Conservative Portfolio has an expense ratio of 0.61 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.