2 / 5 Stars
3 3 4 2 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#122 in Moderate Allocation
U.S. News evaluated 249 Moderate 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 14.26 percent over the past year, and 8.55 percent over the past three years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||12.4%|
|3 Years (Annualized)||8.5%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation and growth of income. 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 30 - 50 percent of assets in bond funds and 50 - 70 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.
Fees are Above Average compared to funds in the same category.
Praxis Genesis Balanced Portfolio has an expense ratio of 0.61 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.