2 / 5 Stars
1 1 3 1 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
1 / 5 Stars
#166 in Small Growth
U.S. News evaluated 215 Small Growth 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 22.40 percent over the past year, 10.76 percent over the past three years, and 23.36 percent over the past five years.
|Trailing Returns||Updated 03.31.2014|
|Year to date||-1.3%|
|3 Years (Annualized)||10.8%|
|5 Years (Annualized)||23.4%|
|10 Years (Annualized)||N/A|
The investment seeks to maximize long-term capital appreciation. The fund attempts to achieve its objectives by primarily choosing investments that the fund's Sub-Adviser believes are likely to have above-average growth in revenue and/or earnings and potential for above-average capital appreciation. Under normal circumstances, it invests at least 80 percent of its assets in equity securities of smaller companies. These equity securities include common stocks, preferred stocks, and securities convertible into common stock, rights and warrants. Smaller companies are those with market values at the time of investment between $400 million and $3 billion.
Fees are Above Average compared to funds in the same category.
Praxis Small Cap Fund has an expense ratio of 1.69 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.