2 / 5 Stars
2 2 4 3 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 330 Large Value 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 22.16 percent over the past year, 15.09 percent over the past three years, 17.26 percent over the past five years, and 5.68 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.9%|
|3 Years (Annualized)||15.1%|
|5 Years (Annualized)||17.3%|
|10 Years (Annualized)||5.7%|
The investment seeks capital appreciation. The fund invests primarily in U.S. equity securities and seeks to reflect the performance of the U.S. large capitalization value equities market, as measured by the Standard & Poor's 500 Value Index. Under normal circumstances, it invests at least 80 percent of the value of its assets in securities of, and investments related to, issuers in the fund's benchmark index. The fund seeks to avoid companies that are deemed inconsistent with the Stewardship investing core values.
Fees are Low compared to funds in the same category.
Praxis Value Index Fund has an expense ratio of 1.03 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.